Blue Ocean Global Wealth

At Key Wealth Managers, we strive to provide a family focused feel while providing quality comprehensive planning. We focus on creating a relationship with you that goes far beyond just recommending appropriate investments by viewing clients from a holistic standpoint. We take the time to understand your desired outcome and the WHY behind it. From there we build a long-lasting relationship to curate a comprehensive plan that we adjust throughout your life changes and events with SOLE focus of achieving your desired outcome. A key differentiator of our planning process is through adapting – we provide ongoing monitoring and modification so as your life plans evolve, we make the harmonizing adjustments that best suit you.

Financial Advantage Associates, Inc. is a financial services company located in Rockville, MD. The company offers a wide range of financial services, including financial planning, investment strategies, retirement strategies, insurance & protection, estate & legacy planning, and education planning. The company also offers business services, such as deferred compensation, asset management, charitable giving, and group benefits. Financial Advantage Associates, Inc. has a team of experienced financial professionals who are dedicated to helping their clients achieve their financial goals. The company offers a personalized approach to financial planning and takes the time to understand each client's individual needs and goals.

Wes Battle Prepare Plan Prosper is a financial advisor located in Rockville, MD. We offer comprehensive financial planning services, including investment planning, retirement planning, tax planning, protection planning, and estate planning. We also specialize in federal employee retirement and offer our Financial Advantage for FedsTM program. We are committed to providing our clients with the highest quality of service and advice. We believe that everyone deserves to have a sound financial plan in place, and we are here to help you achieve your financial goals. Contact us today to learn more about our services and how we can help you. We look forward to hearing from you!.