About
CPA Asset Management Group, LLC d/b/a Blue Ocean Capital is an independent, fee-only wealth management practice based in West Palm Beach, FL. The firm describes its work as serving individuals, families, and affiliated businesses, including high-net-worth individuals and family groups with related business interests.
Its stated specialties include investment management, multi-family office administration, and financial, tax and estate planning. Founded in 1997 out of a traditional CPA firm practice, the team includes licensed investment professionals, Certified Public Accountants, and Certified Financial Planners. The firm presents its approach as focused on objective advice, stewardship, and reducing complex financial and wealth management matters into understandable planning steps.
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