As Your Financial Advisor, We Deliver Peace of Mind
Wherever you are in your life’s journey, 3D Wealth Advisors has the knowledge and decades of experience to make a real difference for you and your family as your Financial Planner and Investment Advisor in Honolulu, Hawaii.
As independent professionals, we are genuinely concerned for your well-being and always put your goals in life first. Our background in investment advice, financial planning, tax and estate law help us provide sound, personalized advice that takes into account all aspects of your goals in life and your plans for retirement.
Comprehensive Financial Advice and Financial Planning
Our distinct and inclusive wealth management process ensures that we:
- understand your priorities and goals, so that we can help you do what you want to do, when you want to do it and how you want to do it
- evaluate your existing financial plan and identify and address shortcomings
- create a long-term, “all-weather” retirement plan that reflects your unique vision for your future
- identify the opportunities and solutions that are appropriate for your needs
- monitor your life goals, your investments and your financial plan
Managing Major Financial and Investment Risks
“Risk” can be defined in many ways, but what concerns most investors is the possibility that your financial plans may not go as expected. We help you plan for and control the major financial risks that investors face, with a special emphasis on minimizing one of the great enemies of wealth — volatility.
Decades of Experience and a Team of Experts
We understand that your investment portfolio is only one aspect of your life and of your whole financial picture, but your financial security is crucial, which is why we work closely with a team of experts, to determine the most beneficial course of action and strategy for all of your life and financial needs.
Above all, we provide guidance, clarity of thought, and expertise so that you can feel confident about your financial future.