History
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 and Walnut Creek. 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.
Specialties
financial planning and Investment Management Services