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Island Wealth Pandemic Response Information

As COVID-19 continues to impact the State of Hawaii, Island Wealth has implemented plans to prioritize the health of our clients and team by working remotely.

We will continue to be available by phone during normal business hours or by email. Appointments can be scheduled by telephone, email or online.

We understand the concern you may be experiencing caused by COVID-19. In response to these uncertain times, we have increased the frequency of our communication with our clients through phone calls, email and video conferencing. The Island Wealth team is working hard to study the government’s stimulus plan and to stay on top of the daily developments. We will continue to follow the plans we intentionally created in less stressful times. Our goal is to minimize the impact of these types of events while maintaining our long-term perspective.

If you are not a client, are searching for a financial planner or need a second opinion, we are happy to talk to you. At this time we are conducting all appointments by video-conferences or phone.

The entire team at Island Wealth Management wants to express our wishes for the health and safety of you and your loved ones. We are here for you, so do not hesitate to reach out to us.