About Hawaii Partners 3D Wealth Advisors
About Hawaii Partners 3D Wealth Advisors
Proudly Providing Wealth Management Services In Hawaii Since 2007
In 2007, we were founded by Michelle Tucker, J.D., CFP®, CPA/PFS with the mission of offering investors and retirees of Honolulu, HI, and the surrounding communities, an alternative source for investment and financial advice, so investors have an option besides the product-driven, high-commission approach of too many brokerage firms.
Since then, our vision has expanded, into one of enhancing and simplifying our clients' lives by providing comprehensive wealth management strategies that are customized by recognizing each client's unique financial situation and their goals and objectives for their lives.
We have used our time working with clients to gain experience in combining the best practices in investment management and financial planning, and have refined our wealth management process to be a simple and elegant experience for clients.
We continue our mission of delivering a seamless, integrated wealth management experience to investors and retirees of Hawaii.
Proudly Providing Wealth Management Services In Hawaii Since 2007
In 2007, we were founded by Michelle Tucker, J.D., CFP®, CPA/PFS with the mission of offering to investors and retirees of Hawaii an alternative source for investment and financial advice, so investors have an option besides the product-driven, high-commission approach of too many brokerage firms.
Since then, our vision has expanded, into one of enhancing and simplifying our clients' lives by providing comprehensive wealth management strategies that are customized by recognizing each client's unique financial goals and objectives for their lives.
We have used our time working with clients to gain experience in combining the best practices in investment management and financial planning, and have refined our wealth management process to be a simple and elegant experience for clients.
We continue our mission of delivering a seamless, integrated wealth management experience to investors and retirees of Hawaii.
What Makes Us Different
Our vision is to serve as a one-stop wealth management solution for investors and residents of Hawaii.
To this end, our we have organized the client's wealth management experience to include:
- Comprehensive wealth management services, including investment, financial, and tax strategies
- A unique financial plan for each client, targeted to move them closer to their financial objectives
- Independent, fee-only fiduciaries, bound to always work in your best interest
- Customized investment portfolios based on each client's unique investment goals
- A commitment to transparency, reflected by our straightforward fee structure
- A Nobel Prize-winning investment philosophy based on years of research and experience
For a more in-depth look at the different benefits we offer clients, you can use the link below to visit our "3D Wealth Advantage" page.
What Makes Us Different
Our vision is to serve as a one-stop wealth management solution for investors and residents of Hawaii.
To this end, our we have organized the client's wealth management experience to include:
- Comprehensive wealth management services, including investment, financial, and tax strategies
- A unique financial plan for each client, targeted to move them closer to their financial objectives
- Independent, fee-only fiduciaries, bound to always work in your best interest
- Customized investment portfolios based on each client's unique investment goals
- A commitment to transparency, reflected by our straightforward fee structure
- A Nobel Prize-winning investment philosophy based on years of research and experience
For a more in-depth look at the different benefits we offer clients, you can use the link below to visit our "3D Wealth Advantage" page.
Meet the Founder: Michelle Tucker, J.D., CFP®, CPA/PFS
Ms. Tucker is an estate planning attorney, a Certified Financial Planner®, a CPA/Personal Financial Specialist, and a Registered Financial Consultant. Her professional capabilities together with the wisdom gained from over 30 years in practice, combine to bring positive change to the lives of her clients.
Ms. Tucker founded 3D Wealth Advisors in 2007, growing to provide comprehensive investment advice to over 150 Hawaii residents and investors.
Along with 3D Wealth Advisors, Ms. Tucker is also co-founder and partner of three professional firms, Sterling & Tucker, LLP, Sterling & Tucker, Inc. CPAs, and 3D Wealth Advisors, Inc.
To learn more about Michelle and her history in wealth management, you can visit her profile using the link below.
Meet the Founder: Michelle Tucker, J.D., CFP®, CPA/PFS
Ms. Tucker is an estate planning attorney, a Certified Financial Planner®, a CPA/Personal Financial Specialist, and a Registered Financial Consultant. Her professional capabilities together with the wisdom gained from over 30 years in practice, combine to bring positive change to the lives of her clients.
Ms. Tucker founded 3D Wealth Advisors in 2007, growing to provide comprehensive investment advice to over 150 Hawaii residents and investors.
Along with 3D Wealth Advisors, Ms. Tucker is also co-founder and partner of three professional firms, Sterling & Tucker, LLP, Sterling & Tucker, Inc. CPAs, and 3D Wealth Advisors, Inc.
To learn more about Michelle and her history in wealth management, you can visit her profile at the link below.
Partnered with Chicago Partners Wealth Advisors
Founded in 2009 by Jim Hagedorn, CFA and Anthony Halpin, CPA, Chicago Partners Wealth Advisors is an RIA managing $2.5 Billion in assets for over 1,000 clients.
In 2020, we joined Chicago Partners as part of an effort to add another dimension to our investment advice, and to tap into the expertise they have from their Chartered Financial Analyst (CFA) holders, Chartered Alternative Investment Analyst (CAIA) holders.
They have been excellent partners, and we look forward to continuing to work with them.
For more information about Chicago Partners, you can visit their website using the button below.
Partnered with Chicago Partners Wealth Advisors
Founded in 2009 by Jim Hagedorn, CFA and Anthony Halpin, CPA, Chicago Partners Wealth Advisors is an RIA managing $2.5 Billion in assets for over 1,000 clients.
In 2020, we joined Chicago Partners as part of an effort to add another dimension to our investment advice, and to tap into the expertise they have from their Chartered Financial Analyst (CFA) holders, Chartered Alternative Investment Analyst (CAIA) holders.
They have been excellent partners, and we look forward to continuing to work with them.
For more information about Chicago Partners, you can visit their website at the link below.
Have a question? We would love to hear from you!
We always welcome an opportunity to answer any questions you have regarding wealth management, investment portfolios, or general inquiries about financial topics. You can reach our Honolulu, HI office at (808) 791-1444 or you can fill out the form below and an advisor will follow up with you shortly.
Have a question? We would love to hear from you!
We always welcome an opportunity to answer any questions you have regarding wealth management, investment portfolios, or general inquiries about financial topics. You can reach our Honolulu, HI office at (808) 791-1444 or you can fill out the form below and an advisor will follow up with you shortly.