Oceanview Private Wealth

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Daniel Bellino

Daniel Bellino

Private Wealth Advisor

Managing Director
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Richard Ewing

Richard Ewing

Private Wealth Advisor

Managing Director
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A. Davis de Montluzin

A. Davis de Montluzin

Financial Advisor

Vice President
Visit A. Davis de Montluzin's website

Team

Patricia Murphy

Patricia Murphy

Registered Client Service Associate

Debra Santilli

Debra Santilli

Client Service Associate