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When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype

Aloha! 2020 is quickly ending and we will shortly welcome a New Year. We want to take the opportunity to invite you to join us on a Zoom Conference Call with Joshua Lutzter, Regional Director with Fidelity Investments. Joshua will present a market outlook of the 4th quarter.

Please click the Invitation for the Zoom details.  

Text Us!

Text Us!

Our office now has the ability to send and receive texts! 

You can text us at (808) 312-6750

We will NOT use texting for any form of marketing. Texting will be used to schedule meetings, confirm appointments, follow up on services, respond to clients, etc.

Please text ACCEPT to (808) 312-6750 to give consent to receive texts from our office.

Should you have any questions regarding our new texting services, please call us at (808) 942-7757.

   

Even though we can’t meet in person right now, we can still easily collaborate—and even open new accounts—through our AdviceWorks™ platform.

Contact the office today to learn more and get started. 

We're in this together

Due to COVID-19, our office is taking precautionary measures to ensure your safety. Our staff is working remotely to continue operations. Until further notice, all meetings will be done virtually, either via phone or Zoom. Although our office is closed, know that we continue to service you and your accounts. Please feel free to reach out to us, we are here to help.

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<p>Inflation and Your Portfolio</p>

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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<p>Surprises</p>

Surprises

Making the most of surprises is a great reason to work with us.
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Who We Are

Who We Are

A Wealth Management Boutique

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What We Do

What We Do

We put your needs first.

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How&#160;We Do It

How We Do It

Diversification, Risk Management and Discipline

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MEET THE TEAM

Mauricio Santos

Mauricio J.M. Santos, CRPS®, AIF®

Investment Adviser Representative / OSJ-Branch Manager

Anita Richman

Anita R. Richman

Investment Adviser Representative, OSJ-Branch Manager

Claire Arakawa

Clarie Arakawa

Client Relations Manager

Karen Curameng

Karen P. Curameng

Office Manager

Brittany Rits

Brittany Rits

Client Relations Manager

Susan Hays

Susan B. Hays

Registered Representative