Our expert advisors tailor strategies to safeguard your wealth and pave the way for a prosperous tomorrow. Let us guide you toward a more secure financial future. Our personalized planning and investment strategies are available for Hawaii residents. From asset management to tax planning and beyond, our financial advisors are here for Hawaii.

If you’ve got a dream, we’ve got a plan.

Our experts are all about you. Your goals. Your dreams. Your future. We offer investments and financial planning that are tailored to you. Our personalized planning and investment strategies are available for Hawaii residents. From asset management to tax planning and beyond, our financial advisors are here for Hawaii.

View Upcoming Educational Workshops

Whether you’re looking for a path to financial independence, retirement planning advice or investment strategies, our financial advisors have the expertise and advice you can rely on. 

We know retirement planning is about more than just your finances; it’s about your lifestyle. We partner with you for the long term, creating a personalized plan that aligns your financial goals with your vision for the future.

Explore Retirement Planning

Our wealth management services are tailored to your unique needs. We offer a comprehensive suite of services, from financial and retirement planning to investment and tax management, all with a client-centered philosophy.

Explore Wealth Management

We’d love to get to know you and discuss your financial future.

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founder Brett Kennelly being interviewed

Your interests always come first. We learn what makes you tick, what you care about and where you want your financial journey to take you. We’re here to guide you, to simplify the process for you, to help navigate market fluctuations and life’s unexpected turns.

Our Philosophy

By providing financial strategies for both wealth preservation and growth, we position you to achieve the future you’ve envisioned.

We’re dedicated to providing confidence, peace of mind, and control over your financial situation.

When you need to speak to someone, you can speak to a real human. A person who cares and understands.

We treat everyone – clients, employees, partners – as we would want to be treated.

By providing financial strategies for both wealth preservation and growth, we position you to achieve the future you’ve envisioned.

We’re dedicated to providing confidence, peace of mind, and control over your financial situation.

When you need to speak to someone, you can speak to a real human here. A person who cares and understands.

We treat our clients, employees, partners and others as we would want to be treated.

Latest Updates

Workshop Dates: September 20 & October 18, 2025

This workshop is designed for women of all ages and life stages who want to take control of their financial future. Whether you’re building your career, preparing for retirement, or navigating a life transition, this course is for you. Workshops will be held in Kona this September and in Hilo this October.

Register for Kona Workshop

Register for Hilo Workshop

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Course Dates: October 14 & 21, and October 16 & 23
This course consists of two 2.5-hour sessions.

Making your money last through retirement has never been more challenging. This course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

Register for Honolulu Course