- United States of America
- September 22, 2021
Founded by Richard Stone and Greg Friedman in 2009, Private Ocean combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. In 2018, we continued our growth when the firm acquired Lakeview Financial in Seattle and Mosaic Financial Partners in San Francisco. Throughout our continued evolution, our culture, shared values and philosophy on client service has kept us true to our commitment to deliver personal and powerful wealth management to our clients.
We Believe in the Following Guiding Principles
Everything we do is in service of our clients.
Our words are our commitments.
We pursue excellence in all things.
We are intellectually curious.
Everyone has an important contribution.
Life is short. Laugh.