Welcome to a Different
Kind of Financial Experience

We navigate the currents of finance with the same unique spirit as the enigmatic 52 Blue whale. Like this solitary creature with its hauntingly distinct song, we stand out in the world of wealth management.

Pursue Your Financial Goals

Our advisory wealth management services, in an advisory relationship, helps to ensure comprehensive, personalized advisory strategies to help you achieve your financial goals.

Wealth Management (Advisory)

Regular portfolio monitoring and rebalancing, investment selection based on your risk tolerance, coordination between accounts (holistic), and more
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Flexible, Targeted Financial Advice

For those seeking flexible and targeted financial advice, our hourly financial planning services offer professional guidance on an as-needed basis.

Hourly Financial Planning

Investment planning, estate transfer strategies, and more
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Safeguard Your Legacy

Our estate planning strategies help to ensure a smooth and efficient transition of your assets, safeguarding your legacy for future generations.

Estate Transfer Strategies

Facilitate transfer of retirement plans and other accounts, estate conservation and wealth transfer planning, insurance proceeds collection, and more
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We Navigate the

Currents of Finance

We were founded on the principles you would expect from a wealth manager such as honor, loyalty, and integrity but our founder envisioned something more. The result is a judgement free climate of respect and humility, and a deep level of appreciation for the relationship we have with our clients and the trust they have in us to stay on top.

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Why the Whale?

The Story of the 52 Blue Whale

The story of the 52 Blue Whale, known simply as “52,” is both captivating and intriguing. This whale is unique for its 52 hertz call, unlike the typical 10-40 hertz calls of blue whales. Discovered in 1989 by scientists using the U.S. Navy’s hydrophones, 52’s distinctive frequency stood out.

What makes 52’s tale so interesting is the mystery and possible loneliness it represents. Whales typically communicate over vast distances, but 52’s unique call might not be understood by others, potentially isolating it.

Despite many efforts, no other whale has been found with this call, and there have been no confirmed sightings. This has sparked significant interest and speculation, with many seeing 52 as a symbol of loneliness and the unknown ocean depths.

52’s calls are still monitored, and the whale is detected almost every year in the Pacific Ocean. Its exact species remains uncertain, possibly a blue whale, a hybrid, or one with a vocal anomaly.

The story of the 52 Blue Whale continues to capture our imagination, blending science with a touch of mystery and beauty.

Our approach to wealth management is like the story of the 52 Blue Whale. Just as scientists discovered the unique call of 52 in the vast ocean, we help our clients

discover unseen wealth opportunities

in the complex financial landscape. Using advanced tools, our experience and knowledge, and personalized strategies, we help to ensure no potential is overlooked, transforming what might seem like an isolated signal into a harmonious path to financial success.

Why Choose Us?

Like the Whale, 52 Blue is Unique.

As an independent firm, we work directly for you. Whether you’re facing the complexities of managing a 401(k) plan or account, planning for retirement, navigating the transfer of an estate or business, or simply seeking clarity on your financial future, we’re here to help.

Just as 52 Blue remains a symbol of mystery and individuality in the ocean, we aim to be a beacon of trust and reliability in the ever-changing world of wealth management.

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