Island Wealth Management, Inc. of Pearl City

Island Wealth Management, Inc. of Pearl City is a wealth management firm in Pearl City, HI. The company focuses on multi-generational financial planning, serving island families, small businesses, and individuals. Advisors help clients with investments, tax planning, and retirement strategies, emphasizing a long-term mindset that extends beyond a single lifetime. The firm holds a 5.00 rating from its customers.

The practice is built on the belief that financial planning should start with what is important to the client. Rather than managing money in isolation, the firm collaborates with families to create a broader vision for their future. This approach is reflected in the firm's logo, where three leaves symbolize a multigenerational family: the client, their parents, and their children. The team limits the number of new clients accepted each year to ensure high-level personalized service and responsiveness. This commitment to a finite client base allows the firm to maintain a deep understanding of each family's values and goals, fostering a lifelong relationship with a team of planners.

Brian Enoka, the President and Founder, is a CERTIFIED FINANCIAL PLANNER (CFP) and Certified Exit Planning Advisor (CEPA) who specializes in guiding business owners through exit planning and multi-generational wealth transfer. He founded the firm after leaving a large multinational financial services company to work directly with clients. Troy Enoka, the Director of Financial Planning, is also a CFP and CEPA who leads the planning team with a focus on tax planning. The team includes Evan Nishida and Sophia Saiki, both CFP professionals, who bring local experience and specific educational backgrounds to their roles as Financial Consultants.

Island Wealth Management, Inc. of Pearl City stands out in the local wealth management category by prioritizing family values and multi-generational stability over short-term gains. By serving a select group of families with a dedicated team of certified planners, the firm offers a personalized approach to financial decision-making in Pearl City.