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At Island Wealth Management, we believe there is a strong demand for objective advice. We believe that your time is more valuable than money.  Building long term relationships with our clients and their families is the core of what we do.  Our goal is to make a positive difference in the lives of the families we serve.

Island Wealth Management is an investment management and multi-generational planning firm that is dedicated to serving the needs of island families, small businesses and individuals.  We assist our clients by creating customized plans which provide a roadmap for pursuing their personal goals and dreams.

Mission Statement

“To inspire our planning clients to make smart choices about their time and money by discovering what truly matters”.

Vision Statement

Our vision is to be recognized as Hawaii’s premier multi-generational planning firm.

Being the premier multi-generational planning firm in Hawaii does not mean being the biggest firm. It doesn’t mean having the most clients or assets under management. It does means being recognized by our clients for the talent we employ, the service we deliver and the consistency of our process.