Island Wealth Management, Inc. of Kaneohe

Island Wealth Management, Inc. of Kaneohe is a wealth management firm in Kaneohe, HI. The firm provides financial planning and asset management services, specializing in investments, tax planning, and retirement strategies. They serve a select group of island families, individuals, and small businesses.

The firm focuses on multi-generational planning, utilizing a team-based approach to help clients build wealth that lasts beyond a single lifetime. Their philosophy centers on family values and establishing long-term relationships through a personalized process. The advisory team includes professionals such as Brian Enoka, a CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor who specializes in exit planning and wealth transfer, as well as Troy Enoka, Evan Nishida, and Sophia Saiki. To maintain a high level of responsiveness and personalized service, the firm intentionally limits the number of new clients they accept each year.

Island Wealth Management is located on Ala Moana Blvd.

The firm is recognized for its commitment to personalized service and its dedication to understanding the unique goals and values of every family they serve. Their professional team is comprised of specialists, including CERTIFIED FINANCIAL PLANNER™ professionals, who focus on helping clients make informed choices about their time and money.

Through a dedicated focus on multi-generational stability, Island Wealth Management, Inc. of Kaneohe remains a steadfast partner for families navigating their financial futures.