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With nearly 100 years of combined financial industry experience, The Blue Ocean Investment Group leverages its LEARN wealth management process, that is designed to help ensure our clients work towards their investment, retirement, estate, and tax planning goals.

2025 Forbes Best-In-State Wealth Management Team

We are thrilled to announce that Blue Ocean Investment Group of NEST Capital has been recognized on the 2025 Forbes Best-In-State Wealth Management Team List.


Please visit this Forbes website to view the 2025 Best-in-State Wealth Management Team list:
https://www.forbes.com/lists/wealth-management-teams-best-in-state/

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Who We Are

We believe our team is comprised of highly experienced and knowledgeable industry veterans who have spent their careers serving select high-net-worth clients.

Meet Our Team

Giving Back

Both as individuals as well as associates of Wells Fargo Advisors, we’re proud to give back to organizations and causes dear to us at the local, state, and national level.

Learn More

Investment Management

Our customized portfolio management program is uniquely designed to help meet each client's specific set of financial goals and investment objectives.

Let's Get Started

Helping clients quantify and achieve their financial goals and investment objectives begins with getting to know them personally. Only then can we build a plan that sets forth a path to weather economic and market volatility. Let's begin by taking the 1st Step.
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Blue Ocean Investment Group of Nest Capital

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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