Our Culture

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. Rita empowers her clients to have the confidence and clarity necessary to take control of their financial future.

As a public policy steward, Blue Ocean Global Wealth is held to the highest fiduciary standard — and Rita takes those standards to heart. Having worked in our industry for decades, Rita believes to her core that financial planning advice and wealth management services must be delivered to the public with objectivity, accountability, and transparency. That is why Rita places client interests above those of anyone else — including the firm, its employees, and shareholders. At Blue Ocean Global Wealth, we work hard to create and sustain an inclusive environment that respects the diversity of talent and values the unique perspective of each member of our team.