Overview

I am the President of Wealth Managing Partners. We are located in Honolulu, HI and Scottsdale, AZ. We offer holistic financial planning to our clients. We focus on the four areas of financial opportunity: Asset Management, Tax Management, Risk Management, and Estate Management. We are looking to expand our practice by acquiring quality practices in both Hawaii and Arizona. We currently have over $100 Million in AUM.

Market
Advisor/RIA
Last Activity
within 6 months

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