We have the privilege of guiding many of our clients through their final working years into retirement. It’s a major life transition for most people. Beyond answering the pivotal question of how their time will now be spent, retirees must ensure their retirement portfolio strategy can support leaving the workforce.

Roth conversions aren’t just a tax move. They’re a smart strategy for tax-free income, lower RMDs, and a legacy your heirs will thank you for.

Markets at record highs? Learn how to invest with confidence using time-tested tactics that keep your portfolio balanced and your nerves steady.

Confused about estimated payments vs. withholding? Learn how retirees can simplify taxes and avoid penalties by using both methods strategically.

Scott and Rick had a fun time at the Generations Magazine 2025 Aging In Place Workshop on Saturday, August 2, 2025.  It was a great opportunity to connect with people who may benefit from our Wealth Management services.  In addition, they had the opportunity to network with other financial professionals who provide valuable services our clients need.  This was the second time our company has sponsored a booth at the Workshop.  We look forward to continuing our support of Gen

We are loving our new office space in Pauahi Tower! So happy we made the move last December. Many thanks to our commercial Realtor Sean Kettley, the Douglas Emmett team, and our featured artists Alla Parsons & Lynne Boyer. Here are a few pics of our new home away from home.