The 3D Wealth Advisors Advantage
For over ten years, investors, retirees, and residents of Hawaii have come to our certified financial advisors for our wide array of financial planning services including investment strategies, estate planning, tax planning and preparation, and more.
Our advantage comes from our deep-seeded passion of helping the residents 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. Keep reading to learn more about Hawaii Partners 3D Wealth Advisors and all the services we are proud to offer as one of Hawaii's most trusted financial advisory firms.
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.
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.
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. Let one of our financial advisors take a look today!
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 private wealth management, 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 financial advisor keeping an eye on their progress, clients can rest easy knowing they are well-positioned for the future.
Intelligent Management of Investment & Financial Risk
Interested in learning more? Read about our Investment Philosophy & Portfolio Management >>
Every Decision in Your Best Interest
As independent, fee-only fiduciary financial advisors, every action we take on your behalf is always in your best interest.
This means when we give investment, wealth management, or financial planning advice, there are no conflicts of interest, no commissions, and no biases.
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
Michelle Tucker, J.D., CFP®, CPA/PFS founded Hawaii Partners 3D Wealth Advisors in 2007 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 Honolulu, Hawaii, and the surrounding communities, 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 financial advisor and fiduciary.
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.
Make sure to check back regularly to see our most recent blog post on building your wealth. You can also subscribe to our newsletter by emailing [email protected].