Easing your financial worries,
so you can sleep at night.
Protecting your retirement income,
so you can pursue your passions.
Simplifying your financial life,
so you can spend more time with family.
Helping you define your legacy,
from one generation to the next.
Navigating the waters for you,
so you can enjoy the ride.
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Easing your financial worries,
so you can sleep at night.
Protecting your retirement income,
so you can pursue your passions.
Simplifying your financial life,
so you can spend more time with family.
Helping you define your legacy,
from one generation to the next.
Navigating the waters for you,
so you can enjoy the ride.
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Wealth Management In Honolulu
The 3D Wealth Advantage

For over ten years, investors, retirees, and residents of Hawaii have come to us for investment strategies, financial plans, and greater tax efficiency in their wealth management plans.

Our advantage comes from our deep-seeded passion of helping the residents and travelers of Hawaii organize their wealth to achieve their dreams - whatever they may be. We are happy to serve as your fiduciary, your financial advisor, and your partner in navigating the waters of wealth management.

Discover the 3D Advantage

Wealth Management In Honolulu
The 3D Wealth Advantage

For over ten years, investors, retirees, and residents of Hawaii have come to us for investment strategies, financial plans, and greater tax efficiency in their wealth management plans.

Our advantage comes from our deep-seeded passion of helping the residents and travelers of Hawaii organize their wealth to achieve their dreams - whatever they may be. We are happy to serve as your fiduciary, your financial advisor, and your partner in navigating the waters of wealth management.

Discover the 3D Advantage

Discover Our Wealth Management Process

As an investor, your financial goals and objectives are different than your neighbor's. We understand this.

Our wealth management process is built to give you a wealth management strategy tailored to those unique goals and objectives.

Our Wealth Management Process

Learn About Our Investment Philosophy

Based in Nobel Prize-winning research, our investment philosophy helps us build investment portfolios for clients that minimize the emotional aspect of investing, maximize positioning for long-term success, and that are customized to your goals.

Our Investment Philosophy

A Second Opinion on Your Current Strategy

In times of uncertainty, it can be helpful to have an outside professional review your current wealth management strategy.

We offer a no-cost, no-obligation second opinion on portfolios, financial plans, and overall wealth management strategies.

The Second Opinion Process

Discover Our Wealth Management Process

As an investor, your financial goals and objectives are different than your neighbor's. We understand this.

Our wealth management process is built to give you a wealth management strategy tailored to those unique goals and objectives.

Our Wealth Management Process

Learn About Our Investment Philosophy

Based in Nobel Prize-winning research, our investment philosophy helps us build investment portfolios for clients that minimize the emotional aspect of investing, maximize positioning for long-term success, and that are customized to your goals.

Our Investment Philosophy

A Second Opinion on Your Current Strategy

In times of uncertainty, it can be helpful to have an outside professional review your current wealth management strategy.

We offer a no-cost, no-obligation second opinion on portfolios, financial plans, and overall wealth management strategies.

The Second Opinion Process

Retire with Confidence & Peace of Mind

Over the years, we've learned that investors want two feelings from their financial plans: confidence and peace of mind.

With these goals in mind, we used our experience in investment advice, financial planning, tax law, and estate law to create a comprehensive wealth management process that gives clients an investment and financial strategy customized to their goals and objectives.

With an investment portfolio tailored to their specifications, a financial plan that sustains their lifestyle, and a fiduciary advisor keeping an eye on their progress, clients can rest easy knowing they are well-positioned for the future.

How We Help Clients Prepare for Retirement

Retire with Confidence & Peace of Mind

Over the years, we've learned that investors want two feelings from their financial plans: confidence and peace of mind.

With these goals in mind, we used our experience in investment advice, financial planning, tax law, and estate law to create a comprehensive wealth management process that gives clients an investment and financial strategy customized to their goals and objectives.

With an investment portfolio tailored to their specifications, a financial plan that sustains their lifestyle, and a fiduciary advisor keeping an eye on their progress, clients can rest easy knowing they are well-positioned for the future.

How We Help Clients Prepare for Retirement

Intelligent Management of Investment & Financial Risk

Managing risk and market uncertainty is an essential part of a successful investment strategy. We take a measured and science-based approach to managing wealth, with an emphasis on long-term success over short-term gains.

Intelligent Management of Investment & Financial Risk

Managing risk and market uncertainty is an essential part of a successful investment strategy. We take a measured and science-based approach to managing wealth, with an emphasis on long-term success over short-term gains.

Every Decision in Your Best Interest

As independent, fee-only fiduciary advisors, every action we take on your behalf is always in your best interest.

This means when we give investment advice or financial planning advice, there are no conflicts of interest, no commissions, and no biased advice.

What is a Fee-Only Fiduciary?

Helpful Definitions

Fiduciary: A designation for a financial advisor that requires them to act only in a client's best interest.

Independent: A financial advisor not associated with an investment product supplier (ex. mutual funds, ETFs). Independent advisors are under no pressure to recommend certain investments.

Fee-Only: An advisor who is only compensated by the client. A fee-only advisor does not accept outside revenue, and therefore does not have conflicts of interest related to dispensing investment advice.

Every Decision in Your Best Interest

As independent, fee-only fiduciary advisors, every action we take on your behalf is always in your best interest.

This means when we give investment advice or financial planning advice, there are no conflicts of interest, no commissions, and no biased advice.

What is a Fee-Only Fiduciary?

Helpful Definitions

Fiduciary: A designation for a financial advisor that requires them to act only in a client's best interest.

Independent: A financial advisor not associated with an investment product supplier (ex. mutual funds, ETFs). Independent advisors are under no pressure to recommend certain investments.

Fee-Only: An advisor who is only compensated by the client. A fee-only advisor does not accept outside revenue, and therefore does not have conflicts of interest related to dispensing investment advice.

Over a Decade of Experience Serving the Residents & Investors of Hawaii

In 2007, Michelle Tucker, J.D., CFP®, CPA/PFS founded 3D Wealth Advisors with the goal of bringing a different investment experience than the larger brokerage firms offered. Today, we now help over 150 investors and residents of Hawaii with their wealth management strategy.

We use the years of experience we've gained to create comprehensive wealth management strategies that position investors for long-term success, building excellent relationships with them as their trusted advisor and fiduciary.

The 3D Wealth Advisors Story
0+ Households Helped
0 Years Serving Hawaii
$0+ Million Assets Managed

100+ Households Helped

10 Years Serving Hawaii

$130+ Million Assets Managed

Over a Decade of Experience Serving the Residents & Investors of Hawaii

In 2007, Michelle Tucker, J.D., CFP®, CPA/PFS founded 3D Wealth Advisors with the goal of bringing a different investment experience than the larger brokerage firms offered. Today, we now help over 150 investors and residents of Hawaii with their wealth management strategy.

We use the years of experience we've gained to create comprehensive wealth management strategies that position investors for long-term success, building excellent relationships with them as their trusted advisor and fiduciary.

The 3D Wealth Advisors Story

We Believe in Educating Every Investor

Investor education is a core principle of ours. When we learn about something that may be relevant to you, like a new investment portfolio strategy or change in tax law, we believe it is in everyone's best interest to learn about it, strengthening the overalll financial literacy on Hawaii.

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