Skip to content
Skip to content

  • About
    • Team
    • Process
    • Philosophy
  • Who We Work With
  • Client Resources
    • Schedule Appointment
    • Events
    • AccountView
    • eMoney
    • Directions to Office
  • Talking Story
  • About
    • Team
    • Process
    • Philosophy
  • Who We Work With
  • Client Resources
    • Schedule Appointment
    • Events
    • AccountView
    • eMoney
    • Directions to Office
  • Talking Story
Contact Us

Events Archive

Start Smart: Investment Fundamentals for Young Professionals

June 12th, 2025

Artificial Intelligence

February 27, 9:00 AM HST

Elections Are Over…Now What?

November 7th, 2024

Family Conversations About Money

September 26th, 2024

plan, objective, strategy-2372176.jpg

Beyond the Estate Plan

September 24th, 2024

blur, chart, computer-1853262.jpg

Market Outlook

February 28th, 2024

europe, gdpr, data-3256079.jpg

Smart Safety

March 26th, 2024

money, coin, investment-2724241.jpg

Investment Fundamentals

April 30th, 2024

Daniel Pink

The Power of Regret: How Looking Backward Moves Us Forward

March 15th, 2022

Virtual Cooking Class

November 16th, 2021

hearth, liver, medic-1674896.jpg

Medicare Made Easy

October 6th, 2024

Impossible to Possible

November 19th, 2020

medical, appointment, doctor

Planning for Health Care in Retirement

October 28th, 2020

money, home, coin

Guide to Retirement

September 30th, 2020

cup of coffee, laptop, office

Coffee Talk: Meaningful Mondays

Every Monday, 8:30 AM HST

Savvy Women Smart Investors

May 20th, 2020

The Family Love Letter

July 8th, 2020

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
Instagram Facebook-f Twitter Linkedin

 

Check the background of your financial professional on FINRA’s BrokerCheck.

The information contained in this website is provided for informational purposes only. The content is developed from sources believed to be providing accurate information. The information on this website is not intended to be tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered advice or a solicitation for the purchase or sale of any security.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

Financial planning offered through Island Wealth Management, a registered investment advisor and a separate entity.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, HI, ID, MI, NC, NV, NY, OH, OR, SC, TX, VA, WA.

Accessibility Policy & Assistance:

  • Learn more about our Accessibility Policy.
  • Need help using this site? Call 808-525-7200 during normal business hours and we will assist you.
Copyright © 2025 Island Wealth

Admin