Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning

Awards & recognition

  • Cassidy E Tepper, Forbes Best-in-State Wealth Advisors, 2019-2026
  • Cassidy E Tepper, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2025
  • Cassidy E Tepper, Forbes Top Next-Generation Wealth Advisors, 2018, 2020
  • Azure Wealth Advisors, Ameriprise Client Experience Award, 2020-2021, 2025
  • Cassidy E Tepper, Ameriprise Circle of Success, 2018-2025

Community participation

Connectedness, Community and Stewardship.
Connectedness, Community and Stewardship.

We are reminded every day how fortunate we are to live in paradise. What makes Hawaiʻi truly special is the people who devote their lives and careers to serving this community. We are grateful for the opportunity to support them through board service and community involvement. Each day, we strive to embody Hawaiʻi’s values of connectedness, community, and stewardship.

Honored to be recognized in Forbes

We’re excited to celebrate Cassidy E. Tepper for being named to the 2026 Forbes Best-in-State Wealth Advisors list! This recognition honors advisors who go above and beyond to help clients achieve their long-term financial goals—a commitment that drives everything we do. A heartfelt thank you to our clients for your trust and loyalty, and to Forbes for this incredible honor.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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