We provide comprehensive life and financial planning services to all our clients.
Benefits of working with Ohana:
- Ongoing advice from your dedicated service team that includes a Financial Advisor, Investment Manager, Life Planner, Client Engagement Specialist.
- Streamlined account opening and digital account platform that integrates all aspects of your financial life into one place.
- Enjoy enhanced investment opportunities provided by a customized investment plan and a portfolio built around what’s important to you that will help you reach your goals.
- Maximize the social and environmental impact of your assets with SRI and ESG Investing.
- Enjoy the peace of mind knowing that you have both a Life and Financial Plan that are built to help you fulfill your life’s greatest dreams.
- Educational Client Communications: Blog posts, emails and newsletters containing the latest in investing, financial planning, and environmental and socially responsible topics
Our Service Menu
Getting clear on what the most important things are to you living your ideal life
Wealth Management/Financial Plan
A personalized comprehensive financial roadmap built around your results from the Life Plan
Analysis and tax reduction strategies to help with one of your largest expenses
Customized and diversified portfolios built around your values and tailored to your financial plan