Ocean Avenue Wealth Management is a financial advisory firm based in Santa Monica, California. The firm specializes in providing a truly holistic wealth management experience to high net worth individuals, families and corporate executives. We offer a client experience similar to that of a family office at a more accessible level of net worth. Our business model was designed to provide incremental value to those who demand high-level service, expect confidentiality and seek objective and thoughtful advice.
Services
Ocean Avenue Wealth Management provides comprehensive financial management of our clients entire balance sheet. The management process includes the development, implementation and monitoring of our clients financial strategy. This approach allows us to deliver value to our clients in two ways: increasing risk-adjusted investment returns and reducing investment related expenses.
Skip Zwahlen is the Principal of Ocean Avenue Wealth Management, and brings a unique and distinguished background in financial management, quantitative analysis and business management. Skip founded Ocean Avenue on the belief that he could provide incremental value to clients by providing comprehensive advice and management of all financial matters.
Reviews
Be the first to review Ocean Avenue Wealth Management.
Write a Review
