Values that translate from the Pacific to the Piedmont
In the Hawaiian language, ‘ohana means family, but it’s more than that. ‘Ohana is the family we raise and the one we find along the way. It’s grandparents, great grandparents and second nephews twice removed. It’s great friends of no relation who are called aunt and uncle by your kids.
These are the families we have committed our careers and our experience to serve. They know that money isn’t the most important thing but recognize that financial well-being can empower their true priorities. Financial well-being lets you move forward with certainty and confidence, allowing you to dedicate your time and attention to those you cherish. This is what we help families pursue.
To do this, we offer a highly personalized approach to planning, investing, saving and financial decision making. We offer advice based on your specific situation, goals and tolerance for risk while helping you prepare for life’s uncertainties. It’s the kind of dedication we show our own families. In time, our clients and their kin do become like family to us.
Though our office is based in Charlotte, Hawaii is a place and a culture each member of our team holds dear, and the values comprised within ‘ohana are central to our world view. Let us show you how they – and we – can help you and your family.
