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Wealth Management


Get a professional to help you manage everything from taxes to retirement.

Wealth Management
  • Manage your money

    Not sure how to best protect and grow your money? Hoping to leave a legacy behind for your nearest and dearest? Our wealth management professionals can sit down with you to build a plan that will last lifetimes.
    • Legacy planning
    • Executive services
    • Detailed financial analysis

Make an appointment today

Give us a call at 808-737-4328 (73-PHFCU) and we'll get you set up. You can also review our advisor's profile on BrokerCheck.
*Pearl Hawaii Wealth Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2588889.1-0619-0721