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Our Mission is to Help Change People's Lives

To provide long term security for your family, you must have a blueprint for success. Blue Ocean can get you there.

Blue Ocean Wealth Solutions offers comprehensive solutions through a wide spectrum of financial services. Our mission is simple, yet profound: to help change people's lives. 

Meet our Advisors

Welcome to Blue Ocean Wealth Solutions

Thank you for visting us!

Blue Ocean Wealth Solutions, a MassMutual Firm, is dedicated to helping you achieve your financial goals, whatever your stage of life, whatever your budget and circumstances.  We've built our practice on committing to a high level of customer service that we combine with a wide range of insurance and investment solutions to people just like you -- individuals, families, professionals, and business owners.

Earning your trust and respect is key. And so, we're committed to getting to know you and what's important to you. You are the driver of the decisions about your money, but we're here to help you find the best solutions that meet your needs. 

Contact us today for a consultation.

View Our Customer Relationship Summary

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Blue Ocean, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Blue Ocean, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Blue Ocean surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary

College Funding Strategies

Rising education costs require a forward-thinking plan. Blue Ocean can help you prepare for one of life’s biggest investments.

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Tax Strategies*

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Blue Ocean will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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*Any discussion of taxes is for general informational purposes only, does not purport to complete or cover every situation, and should not be construed as legal, tax or accounting advise.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.