As COVID-19 continues to affect the State of Hawaii, the well-being of you and your family is our greatest concern. Island Wealth Management would like to express our wishes for the health and safety of you and your loved ones. Our team is available for calls and appointments, which you may schedule on our online site. We are always here for you, so please do not hesitate to reach out.

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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 while focusing on the things that are important to you the clarity of your vision will make 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.