Philosophy
Island Wealth is committed to building a long-term relationship with you and your family because our goal is to make a positive difference in the lives of the people we work with.
Mission Statement
Our mission is to inspire our planning clients to make smart choices about their time and money by discovering what truly matters.
When you make decisions focused on the things that are important to you, the clarity of your vision makes your choices easy.
vision statement
Our vision is to be recognized as Hawaii’s premier multi-generational planning firm, one family at a time.
Being the premier multi-generational planning firm does not mean being the biggest firm. It does not entail having the most clients. It is not measured by assets under management. It simply means we’ve made a difference!
Our Process
Our process starts with your goals because dreams without goals are just dreams. We invite you to find out more about our process through discovery.