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Honolulu, Hawaii, Area

We proudly serve clients throughout Honolulu and the surrounding areas, including Kapolei, Hawaii Kai, Kahala, Kaneohe, Kailua, Pearl City, Kalama Valley, Mililani, Aiea, and neighboring islands.

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Honolulu office

3465 Waialae Avenue
Suite 370
Honolulu, HI 96816
Phone: 808-988-8088

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Hawaiian Island clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Honolulu Area

Financial advisors serving the Honolulu area

Whether you’re in the heart of the city or a more tranquil part of the islands, our professionals are committed to helping you achieve financial well-being. Our professionals in the Honolulu area offer flexible meeting options to suit your needs, including in-person consultations, virtual meetings via Zoom, or other convenient arrangements. By taking the time to understand your goals and challenges, we craft strategies designed to keep you on track toward a confident and secure financial future.

Charlotte Teruya-Westcott, CPA, CTFA, CWS®
Charlotte Teruya-Westcott, CPA, CTFA, CWS®

Senior Wealth Advisor
Kathy Lum, AIF®
Kathy Lum, AIF®

Senior Wealth Advisor
Sarah Kleinschmidt
Sarah Kleinschmidt

Senior Wealth Advisor
Stephanie Kuwaye
Stephanie Kuwaye

Wealth Advisor
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