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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 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.

Welcome to Blue Ocean Wealth Solutions

Gregory Clague CLTC, LUTCF

Financial Services Executive
Investment Advisor Representative

MetLife Chairman's Council 2005-2013
Million Dollar Round Table
Life Member

Domiciled in NY, CA Insurance Lic # 0G33948

 

"Live for today, but plan for tomorrow."

My mission has always been to to provide sound professional financial advice and solutions to help my clients and their families protect their financial future.

My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. 
 
For a complimentary financial consultation or if you would like more information about a particular product or service, please feel free to contact me.
 
I look forward to hearing from you, thank you for visiting my website.

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. Legacy Wealth 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 Legacy Wealth will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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