Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Awards & recognition

  • Ho'ea - Wealth Advisory Group, Forbes Top Wealth Management Teams: High Net Worth; #1 in Hawai'i, 2022-2025
  • Ho'ea - Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams; #1 in Hawai'i, 2024-2026
  • Ho'ea - Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Ho'ea - Wealth Advisory Group, Ameriprise Client Experience Award, 2023-2025

Community participation

Hōʻea - Wealth Advisory Group supporting the March for Babies
Hōʻea - Wealth Advisory Group supporting the March for Babies

Giving hope to nearly half a million babies born too soon each year.

When you walk in March for Babies, you give hope to nearly half a million babies born too soon each year. The money raised supports programs in our community that help moms have healthy, full-term pregnancies. And it funds research to find answers to the problems that threaten our babies. March for Babies have been walking since 1970 and have raised an incredible $2.3 billion to benefit all babies.

Honored to be recognized in Forbes

All of us at Ho'ea - Wealth Advisory Group are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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