About Us

Power Your Financial Future with the Support of a Team

Our team provides personalized, holistic planning to help our clients achieve their life and retirement goals. As an independent team, we focus on serving your best interests with transparency and integrity. We believe in educating you on the value of our recommendations, guiding you through every decision with a clear understanding of how it impacts your overall plan. We want you to feel confident and empowered at every stage of your financial journey.

Specialists in State of Hawaii Employee Benefits

We provide specialized guidance to State of Hawaii employees, helping them make the most of their pension plans, ERS, Island Savings Plans, and other state retirement options. We understand the complexities of these benefits and how they integrate into a holistic financial plan, ensuring that you’re prepared for retirement.

Pursue Your Goals with a Holistic Planning Approach

We take a holistic approach to planning, meaning we consider all aspects of your financial life to craft a comprehensive strategy. From retirement planning and investment management to tax strategies, insurance, and legacy planning, we help you build, protect, and enjoy your wealth.

The Values Guiding Our Organization

Being always right by you means doing things with purpose. We bring this purpose-driven philosophy into the work we do every day.

Integrity

We act with honesty and transparency, always putting our clients’ best interests first.

Respect

We treat every client and team member with the utmost respect, valuing their unique perspectives and needs.

Collaboration

We believe that working together as a team leads to better solutions and stronger client relationships.

Innovation

We continuously seek innovative strategies and solutions to help our clients achieve their financial goals.

Empathy

We listen carefully and approach every situation with understanding and care for our clients' concerns.

Excellence

We are committed to delivering the highest standard of service and expertise in all that we do.

Meet the Hawaii State Investment Services Team

Our team is not just knowledgeable about planning; we are deeply connected to the local community and understand the financial nuances of being a Hawaii resident. We prioritize building long-lasting relationships and empowering you to navigate your financial journey with confidence.

Our Team

Understand Your Risk Tolerance with One Number

Take this 5-minute questionnaire to gain a personalized Risk Number^®. It covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. It’s fast, free, and displays your number instantly.

Contact Us for Risk Assessment

Working Together With

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Who We Serve

We take a holistic approach, addressing your unique challenges to empower your financial well-being.

How We Can Help You

Our Approach

We take a holistic planning approach to help clients reach their life, retirement, and legacy goals.

Learn About Our Approach

Our Team

Our local Hawaiian team is dedicated to empowering personal and financial wellness for our community.

Meet the Team