Douglas, Lyons

Oceanic Capital Management LLC is an independent Registered Investment Advisory firm headquartered in Red Bank, New Jersey, serving individuals, families, and small businesses with comprehensive wealth management and financial planning services. The firm focuses on delivering personalized, long-term strategies tailored to each client's unique goals, risk tolerance, and financial situation.

At its core, Oceanic Capital Management emphasizes disciplined portfolio construction grounded in diversified asset allocation. Rather than relying on short-term stock picking or market timing, the firm develops customized investment strategies designed to balance risk and return over time. These strategies include traditional and alternative assets, periodic rebalancing to maintain target allocations, and ongoing monitoring to adapt to changing market and life circumstances.

As a fiduciary, the firm is committed to putting clients' interests first. This means transparent advice, objective decision-making, and avoidance of arrangements that could compromise advice—such as soft-dollar research agreements—helping clients feel confident that recommendations are aligned with their best interests.

Services at Oceanic Capital Management go beyond investment management to encompass holistic financial planning. The firm helps clients with retirement planning, 401(k) rollovers, pre- and post-retirement strategies, tax-efficient planning, Social Security timing, and divorce financial planning. Whether a client is building wealth, transitioning into retirement, or seeking to transfer assets across generations, the firm provides thoughtful guidance and structured planning to support those goals.

With years of experience in the industry, Oceanic Capital Management blends professional expertise with personalized service, forming long-term relationships that support clients through every stage of their financial journeys. The firm's approach is centered on clarity, integrity, and strategic planning to help clients pursue financial security and peace of mind.

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