INTEROCEAN WEALTH MANAGEMENT LLC

Planning. Growth. Protection.

The professionals of InterOcean Wealth Management LLC provide comprehensive and ongoing financial and investment advisory services that are truly independent and objective.

Our advisors have extensive experience (averaging over twenty years) working with the issues facing today's affluent investors. Volatile markets, a multitude of financial products and ever changing legislation demand that we take the time to educate you and to craft a customized plan that takes into consideration your specific opportunities, risk tolerance and life objectives.

InterOcean Wealth Management LLC can guide you through the journey. We know what you need to do to get from today to tomorrow.

Planning
If you want to stay on course and reach your destination, it is wiser to have a map. Charting a secure financial future starts with planning. To have the best of both worlds, you need to answer some fundamental questions: Where are you today? Where do you want to be tomorrow? How will you get there?

Your future starts with an assessment of your situation: We examine many variables, including net worth, goals and aspirations, expected future investments and expenditures, tolerance for risk, tax liabilities, and retirement dreams. This analysis allows us to identify which of the following modules you may benefit from:

• Financial Planning
• Educational Planning
• Retirement Planning
• Estate and Charitable Gift Planning

      
Growth
We are dedicated to helping investors achieve their financial goals. Backed by an impressive range of resources and investment solutions, we can assist both individuals and investment committees in making choices that strike the right balance between risk and reward. 

Proven Philosophy
Our aim also is to make sure that the investments in your portfolio perform in a consistent manner, and in the context of your unique goals and risk tolerance.  We put in place an optimal portfolio structure to:

• Manage risk and volatility through diversification
• Research and select high quality investment managers
• Provide consolidated reporting—as broad or as detailed as you want—to track performance

Disciplined, Continuous Process
We follow a prudent, methodical four-step approach designed to identify and manage investment risks, as well as enhance returns.

Our approach is four-fold:

Value-enhancing Tools

• Managed Accounts
• Mutual Funds
• Alternative Investments

Alternative investments—products other than traditional stocks, bonds, and mutual funds—help balance your portfolio. They provide creativity and flexibility, and help deliver higher returns over time—potentially reducing the risks associated with market volatility.
       
Protection
Preserving your wealth is as important as growing it.  As we have no proprietary interest in any one product, you can be sure that the advice you receive is based on knowledge—not bias.