Overview

As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. We are always looking to grow our firm through partnerships with other Reps looking to partner up with us. Outside of our Maui, HI office, we also have 2 additional offices in California and Oklahoma. Between the 3 offices, we manage just about $400Million in AUM.

Last Activity
6 months or more

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