Ocean Wealth Group

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Tonight’s allocation: 100% steak. 🥩A great night at STK with fellow wealth advisor Ryan Donaldson good conversation, a f...
09/17/2026

Tonight’s allocation: 100% steak. 🥩

A great night at STK with fellow wealth advisor Ryan Donaldson good conversation, a few market takes, and a well-deserved break from the spreadsheets.

Wealth management is about more than numbers — it’s about people and relationships.We’re proud to give our interns the o...
08/22/2026

Wealth management is about more than numbers — it’s about people and relationships.

We’re proud to give our interns the opportunity to sit alongside us in client meetings and experience firsthand what great wealth management looks like. Beyond investments and financial planning, they’re learning the importance of listening, asking the right questions, understanding a client’s goals, and building relationships that can last for generations.

We’re especially grateful to our clients who welcome our interns into these conversations and play an important role in their learning and development.

Relationships. Mentorship. Experience. Investing in the next generation.

With so many active investment managers struggling to beat the index market returns. …we decided to give Mikey JR a shot...
07/30/2026

With so many active investment managers struggling to beat the index market returns.

…we decided to give Mikey JR a shot. 👶📈

He may not know what an ETF is yet, but he already understands the importance of building things the right way.

Welcome the newest member of Ocean Wealth’s Portfolio Construction team.

(Don’t worry—our investment committee still has the final say.).

Gabriel finishing a great World Cup Season.
07/25/2026

Gabriel finishing a great World Cup Season.

Ryan our Director Of Retirement plans guiding along our newest intern Owen in the world of Finance. Behind every grea...
07/23/2026

Ryan our Director Of Retirement plans guiding along our newest intern Owen in the world of Finance. Behind every great team is someone who keeps things moving behind the scenes—and we’re incredibly grateful for ours.

Our intern has brought curiosity, professionalism, and a strong work ethic to Ocean Wealth Group from day one. Whether it’s supporting client service, helping with research, or tackling new challenges with a positive attitude, their contributions make a real difference.

At Ocean Wealth Group, we believe investing in the next generation of professionals is just as important as investing for our clients’ futures. Thank you for all your hard work—we’re excited to be part of your journey and can’t wait to see what’s ahead!

WealthManagement ProfessionalGrowth Gratitude NextGeneration

Happy Birthday to our beautiful and loving mom and wife. You always see the best in all of us and keep us directed towar...
04/04/2026

Happy Birthday to our beautiful and loving mom and wife. You always see the best in all of us and keep us directed towards a life of great potential and adventure. Happy Birthday 🎉🎊🎁

Working from home with kids is the ultimate stress test…Not for markets.For patience.One minute you’re discussing portfo...
04/03/2026

Working from home with kids is the ultimate stress test…

Not for markets.
For patience.

One minute you’re discussing portfolio strategy…

Next minute:
➡️ Someone’s crying
➡️ Someone’s hungry
➡️ Someone just “accidentally” joined your Zoom

And somehow… the WiFi only crashes during important calls.

Forget market volatility—
Try explaining asset allocation while negotiating snack terms.

But here’s the funny part:

The same discipline we use in investing…
Is the same discipline we use at home.

Stay calm.
Stick to the plan.
Ignore short-term chaos.

Because whether it’s markets or toddlers…

Things tend to work themselves out over time.

(…eventually 😅)

— Ocean Wealth Group

We’re honored to be featured by Buffalo Business First.When we started Ocean Wealth Group, the goal was never just to bu...
03/25/2026

We’re honored to be featured by Buffalo Business First.

When we started Ocean Wealth Group, the goal was never just to build another advisory firm.

It was to build something more intentional.

A place where financial planning goes beyond numbers —
and becomes about clarity, purpose, and long-term impact.

Because what comes after the plan…
is often what matters most.

Grateful to be building this in Buffalo and serving the families who trust us with their future.

Capturing a wonderful night supporting with the one and only
03/13/2026

Capturing a wonderful night supporting with the one and only

Address

5550 Main Street
Williamsville, NY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17164580051

Website

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