Successful wealth management advice requires far more than mastering investment products and services. It’s based on a solid foundation of understanding your personal and family situation. Amado Penate, Sr. VP & Wealth Management Manager at Ocean Financial Services, explains it requires a clear insight of a customer’s financial health, goals and objectives. “Only with that insight in hand can investment professionals create tailored solutions to meet the client’s aspirations,” he says. “At Ocean Financial Services, our team will design a customized investment strategy and develop a unique plan that can include a product base of Fixed Income Securities, Mutual Funds, Equities and Structured Products.”
Ocean Financial Services is a subsidiary of Ocean Bank, the largest privately held commercial bank chartered and based in Florida, with more than $6.1 billion in assets and 23 branches. A broker-dealer duly licensed and registered under the laws of the State of Florida, it serves clients from an office in the heart of the Brickell financial district. Investments offered by Ocean Financial Services are not insured by the FDIC or any other government agency, not a deposit, not offered or guaranteed by Ocean Bank, and may lose value; OceanBank.com.
