About
Island Wealth Management is a multi-generational planning firm focused on serving the needs of island families, small businesses and individuals. We inspire our planning clients to make smart choices about their time and money by discovering what truly matters.
Founder’s Story
https://youtu.be/wMuy04pe548
Brian Enoka left the security of working for a large multinational financial services company in order to get back to what he loved doing—planning and working directly with clients. When frequent trips for corporate meetings took him away from his family, he began to question how he was spending his own time and realized he was missing the best years of his life.
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.
Process
We’ve developed and refined a process that puts every piece of your financial puzzle together as your life evolves and unfolds. The Island Wealth Way helps you see the complete picture, now and into the future. It is a lifelong relationship with a team of planners who never lose sight of what is important to you and your family.
The Island Wealth Logo
Each of the three leaves in our logo is a generation. The dark green leaf represents our planning clients. The largest leaf represents their parents. The smallest leaf represents their children. Together, they are a symbol of a thriving, multigenerational family.