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.

View Upcoming Educational Workshops

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.

Daughter gently touching her mother’s pregnant belly while sitting together on the couch in their cozy living room
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

Woman sitting outside on her lanai, enjoying a cup of coffee and taking in the morning sun

Friday, March 27, 2026 | 5:30 pm – 8:30 pm HST

Or

Saturday, March 28, 2026 | 9:00 am – 12:00 pm HST

Location: YWCA Laniakea, Honolulu, HI

An Educational Workshop for Women learning the financial landscape for women and how you can invest confidently, retire comfortably, and protect what you’ve built. This is designed as an education-only workshop. There will be no selling or individual investment advice. This workshop is for women of all ages and lifestyles.

Course Fee: $29

Couple holding hands and smiling as they walk together in a sunlit park

Thursday, April 16, 2026 | 5:30 pm – 9:00 pm HST

Or

Saturday, April 18, 2026 | 8:30 am – 12:00 pm HST

Location: Mana Christian Ohana, Waimea, HI

An educational workshop where you will learn aspects of financial planning, investing, and retirement readiness.  Get inspired and prepared to realize your ideal financial plan, feel financially secure, plan for investment success beyond the numbers, feel confident and supported with your retirement planning, find the best working relationship with your financial advisor, and achieve your retirement dreams.

Course fee: $29

Elderly couple working on pottery together at a table

Thursday, April 23, 2026 | 6:00 pm – 7:30 pm HST

Location: Waikiki Community Center Auditorium

This workshop explores how emotions, beliefs, and habits shape the way we spend, save, and plan, while helping you overcome common challenges like stress, avoidance, and emotional spending. Designed for individuals and families seeking clarity, confidence, and balance, it is especially relevant for those navigating rising living costs or financial uncertainty. Participants will gain practical tools and actionable strategies to reduce stress, build healthier financial habits, and create a personalized, values-driven plan for the future.

Course fee: $10

Husband looking happily at his smiling wife on a boat, enjoying a sunny day on the water


Workshop Dates:
This course consists of two 3-hour sessions.

Tuesdays, April 28 & May 5, 2026 | 6:00 pm – 9:00 pm HST

Or

Thursdays, April 30 & May 7, 2026 | 6:00 – 9:00 pm HST

Location: Windward Community College – Kaneohe, HI

The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

Course Fee: $59 – Includes 1 course textbook. Bring spouse or guest for free. 

A couple wearing hats, hugging each other and admiring their home

Workshop Date: TBD 2026
This course consists of two 3-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.