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  • Planning for Retirement »
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  • Long-term Care Planning »
  • Caring for Your Aging Parents »
  • Financial Windfall »

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3D Wealth Advisors, Inc.

City Financial Tower
201 Merchant Street Suite 909
Honolulu, Hawaii 96813
Phone: (808) 791-1444
Fax: (808) 791-1445
E-mail »

Map, Parking, and Directions

We are located in the City Financial Tower in downtown Honolulu at the intersection of Merchant and Alakea Streets.

Parking is available in the City Financial Tower parking Garage off of Richards Street.

Client Login Links

Use the links below to log in to your accounts.


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Helpful Links

Use the links below for information about Estate Planning, Medicaid Planning, Tax Planning and more.

Sterling & Tucker, LLP, A Limited Liability Law Partnership »

Sterling & Tucker, Inc., CPAs »

Investment Management Resources



Download the Structured Investing Brochure
(PDF)

Get a Second Opinion

Click here if you would you like a complimentary second opinion about your current financial plan.

The Best Time to Invest

The Wealth Solution

Cycle of Emotions

Credentials and Memberships

Professional Profile



Download the
Professional Profile
(PDF)

A Partnership in Excellence

Download A Partnership in Excellence (PDF)

The Value of a Clear Vision for the Future

Download our Financial Discovery Document.

For Singles »

For Couples »

Awards



Download the
Professional Profile
(PDF)

Published Articles

Honolulu Advertiser
  • Legacy Planning Takes Careful Preparation
  • Share in Reviving the Economy By Shopping
  • Keep the Faith and Keep on Giving
  • How Gifting Can Create Tax-Saving Opportunities
  • A Trust Can Help Protect You From Financial Crisis
Hawaii Business
  • 2008 Retirement Planning With Family Picture
  • 2011 Founders & Visionaries

  • Founders & Visionaries Video

Pacific Business News
Business of Law
  • Managing an Inheritance
  • Simple Things That Make a Difference-Like Organizing Important Documents
  • The Hidden Cost of Tax Deferral
  • Time to Review Your Estate Plan
  • Roths- To Convert or Not
  • Year End Tax Planning
  • Retirement & Estate Planning
  • Retirement & Estate Planning
Strategies
  • Think Long Before You Decide to Take Social Security
  • Why Long-Term Care Insurance is Worth The High Cost
  • Guide to Roth Conversions
Honolulu Magazine
  • FIVE STAR Wealth Manager Award
Awards
NABCAP
  • 2011 NABCAP Award
  • 2012 NABCAP Award
  • 2013 NABCAP Award
Goldline
  • 2008 Goldline as Seen In Forbes
Call today: 808-791-1444
  • 808-791-1444

Quick Links

The 3D Wealth Advantage

Fees & Transparent Reporting

Independent, Fee-Only Fiduciary Advisors

Investment Philosophy & Portfolio Management

Wealth Management Process

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Team

About the Hawaii Partners 3D Wealth Advisors

The Insights Blog

Videos & Interviews

Contact Us

A Second Opinion on Your Current Strategy

Is your portfolio or financial plan as good as it could be? We offer a no-cost, no-obligation second opinion on your current investments and financial plan, giving you recommendations you can use to improve your wealth management strategy.
Ready for a Second Opinion?

Contact Us

Hawaii Partners 3D Wealth Advisors
City Financial Tower
201 Merchant Street Suite 909
Honolulu, Hawaii 96813
Phone: (808) 791-1444

A Second Opinion on Your Current Strategy

Is your portfolio or financial plan as good as it could be? We offer a no-cost, no-obligation second opinion on your current investments and financial plan, giving you recommendations you can use to improve your wealth management strategy.
Ready for a Second Opinion?

Contact Us

Hawaii Partners 3D Wealth Advisors
City Financial Tower
201 Merchant Street Suite 909
Honolulu, Hawaii 96813
Phone: (808) 791-1444

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  • The 3D Wealth Advantage
    • Wealth Management Process
    • Wealth Management Philosophy
    • Independent, Fee-Only Fiduciary Advisors
    • Fees & Transparent Reporting
    • Second Opinion Service
  • Investor Resources
    • The Insights Blog
    • Videos & Interviews
  • About
    • About Our Company
    • Team
Client Login
Get a Second Opinion