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Contact Us

Client Resources

Directions to Office

Client Events

Click to visit our client events page where you can browse current and past events.

Virtual Bookshelf

Click to browse our virtual bookshelf for suggested resources that encourage financial literacy in children.

Talking Story

Click to read about everything we like to explore, from deep dives into financial concepts to everyday musings from our diverse team.

AccountView Access

Click to be redirected to LPL’s AccountView.

Private Consultations

Click to go to our scheduling page.

Click Here To Schedule

eMoney Access

Click to be redirected to eMoney.

New Client Discovery Meeting

Progress happens as the result of taking a few small steps in the right direction. Request a discovery meeting if you would like to take the first step.

If you need some help, please call our office at 808-525-7200.

Honolulu Office

Phone: (808) 525-7200

Seven Waterfront Plaza
500 Ala Moana Boulevard
Suite 417
Honolulu, HI 96813

Hilo Office

Phone: (808) 934-7878

58 Kinoole Street
Suite 107
Hilo, HI 96720

About Us

  • Philosophy
  • Team
  • Process
  • Who We Work With

Client Resources

  • Schedule Appointment
  • AccountView
  • eMoney
  • Events
  • Virtual Bookshelf
  • Talking Story
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