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Your Life. Your Investments. Take Control With Blue Ocean Wealth Solutions.
Welcome to Blue Ocean Wealth Solutions
John T. Murphy, AAMS and Robert Berkowitz, LUTCF offer comprehensive solutions through a spectrum of financial services from growing your wealth to planning for your family’s future. Whether you are a veteran of success or are just starting to manage your portfolio, We can help you achieve your goals and surpass them in time.
Financial Guidance
We Offer Personalized Plans to Match Your Needs.
As Financial Advisors with Blue Ocean Wealth Solutions, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level. Call today to schedule an appointment: 516.873.4517
Financial Advice
Our team will work with you to ensure your financial advice is a cut-above!
Investment Planning
Our mission is to help change people’s lives. Let us help you prepare for your future.
Insurance Services
A good defense is the best offense. Let Blue Ocean Wealth Solutions surround you and your family with leading insurance policies.
ACCOUNT ACCESS
Login to all of your managed accounts easily through our client access portal. Enter your ACCOUNT ACCESS here 24/7!
WEALTH MANAGEMENT
Learn about our wealth planning, retirement, and review process. We will help guide you to achieve your financial goals. Trust us for proper WEALTH MANAGEMENT.
UPCOMING SEMINARS
Sign up for Educational Workshops! Learn more about your financial planning strategies from a CWA seminar or a retirement workshop. Find an UPCOMING SEMINAR in your area now.
Subscribe To Our Email List
As a CWA member many things are changing, and we can send you a simple email to update you on your pension rates, upcoming seminars, and client information.
6 Tips To Navigate Volatile Markets
6 tips to navigate volatile markets: When markets get choppy, it pays to have an investing plan and to stick to it. by Fidelity Viewpoints 1. Keep perspective: Downturns are normal and typically short • Market downturns may be unsettling, but history shows stocks have...
We Now Offer Appointments On ZOOM!
