Our Story

Hawaii Wealth Management (HWM) is a Honolulu-based independent investment consulting and financial planning firm.  The company was founded in 2003 to give clients a more personal, client-friendly alternative to the traditional brokerage experience.  In an age when ethics, integrity, and objectivity are of paramount importance to many investors, HWM's founders' vision was to create a team-oriented environment in which they could truly place the interests of their clients first.

Of course, the ability to deliver a broad range of products and planning services is also an important consideration in choosing an investment firm.  To this end, HWM's Managing Directors used their more than 45 combined years of experience to survey the universe of independent brokerage firms.  After extensive comparison, they concluded that Wells Fargo Advisors Financial Network's robust product and services platform is head and shoulders above that of other independent brokerage firms and that it would enable them to compete effectively against any national full-service brokerage firm.

Although each of HWM's advisers has his or her own client base, HWM fosters a collegial environment in which all members of the HWM team work together in an effort to provide outstanding service and support to their clients.  In addition to traditional retail brokerage services, the Wells Fargo Advisors Financial Network platform also offers institutional capabilities.  To help meet the needs of institutional clients, HWM's directors and staff operate exclusively and interchangeably as a team.

On September 1, 2012, Hawaii Investment Securities (HIS) in Wailuku, Maui, joined forces with HWM and integrated their services with those of HWM.  HIS was also with Wells Fargo Advisors Financial Network and now operates as a satellite of HWM.

Looking ahead, HWM's business model is scaleable and includes plans for significant expansion.  However, no matter how much the firm grows, HWM is committed to maintaining its independent roots and to providing each and every client with unparalleled personal service and sound investment advice.  If you are open to comparing, HWM believes its client-friendly culture will be obvious from the moment you walk through the door.