To provide long term security for your family, you must have a blueprint for success. Blue Ocean Wealth Solutions can get you there.
Blue Ocean offers comprehensive solutions through a spectrum of financial services. Our mission is simple, yet profound; to help change people's lives.
Gregory Clague CLTC, LUTCF
Financial Services Executive
Investment Advisor Representative
Million Dollar Round Table
Domiciled in NY, CA Insurance Lic # 0G33948
"Live for today, but plan for tomorrow."
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.
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.
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.
A good defense is the best offense. Let Blue Ocean surround you and your family with our leading insurance policies.
Rising education costs require a forward-thinking plan. Legacy Wealth can help you prepare for one of life’s biggest investments.
Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.
Managing your company’s 401k program can seem complicated, but Legacy Wealth will make it easy. Our time-tested benefit strategies will leave your employees in good standing.