Kupa'a Financial Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 4.8 / 5 rating based on 19 reviews

Kupa'a Financial Advisory Group: An Ameriprise private wealth advisory practice serving the Honolulu, HI area.

Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
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Your financial priorities

Learn more about key financial and investment insights to help you achieve your goals.

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Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Navigate the future with confidence

Markets may fluctuate, but personalized financial advice can help you stay focused on the long term. We take the time to understand you and your goals and provide advice to help you stay on track to reach them. If you’re ready to learn more, we’re ready to help. Let’s meet for an initial complimentary consultation.

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2023 stock market reflections: The year’s highs and lows December 04, 2023 Read more

Have the storm clouds passed? November 20, 2023 Read more

Now Playing

3 steps to weather an uncertain end to 2023

3 steps to weather an uncertain end to 2023

As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends. (5:19)

November 08, 2023 Play video

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Ameriprise Financial has been:

Included in the 2023 Bloomberg Gender-Equality Index (GEI)
Recognized as a 2023 Military-Friendly^® Employer by VIQTORY
Named among the country’s “Best Places to Work for Disability Inclusion” in 2022

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Personal stories, personalized advice. Linda and Gary’s story.

Personal stories, personalized advice. Linda and Gary’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Gary and Linda's story and visit ameriprise.com/advisory-solutions to learn more advisory options. (1:55)

Recommended by over 9 out of 10 clients

Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

Advice to Help Reach Your Goals

Advice to Help Reach Your Goals

No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)

Balancing growth and protection

Balancing growth and protection

Use this video with clients to teach them how the RiverSource Structured Solutions^SM annuity works to combine growth potential with a level of protection from losses. (7:35)

Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.

(2:00)

How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:51)

Tomorrow’s success starts with today’s planning

Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)