Advisory & Wealth Management
Our Firm has individuals who are designated registered investment advisors. Our licenses are directly affiliated with Gordon Asahara who is the supervising broker in Hawaii for Centaurus Financial. However, our client list includes numerous wealth advisors that we work with to address tax compliance and estate planning issues. We work with advisors from Morgan Stanley, Financial Planning Hawaii, Ameriprise, Merrill Lynch and other independent advisors. Our strategic goal is to work with clients and their wealth advisors to enhance and coordinate our skills to maximize our mutual clients’ financial position.