Island Wealth Management, Inc. of Pearl City

Island Wealth Management, Inc. of Pearl City is a wealth management firm in Pearl City, HI, located at 500 Ala Moana Blvd #7. The Hawaii-based firm provides financial planning, asset management, investments, tax planning, and retirement services for individuals, small businesses, and island families. It holds a 5.00 rating based on customer reviews.

The firm focuses on multi-generational planning, helping families create a broader vision for their future. Its philosophy centers on family values, aiming to build long-term relationships and make a positive impact on the lives of the people they work with. The approach begins with a financial plan designed to address the specific values and goals of each family. The team utilizes a collaborative process to manage the financial needs of clients as their lives evolve. To maintain a high level of personalized service and responsiveness, the firm limits the number of new clients it accepts each year. The firm’s logo features three leaves representing parents, planning clients, and children, symbolizing a thriving, multigenerational family.

The professional team includes Brian Enoka, CFP®, CEPA®, who serves as President and Founder. He specializes in exit planning and multi-generational wealth transfer strategies. Troy Enoka, CFP®, CEPA®, serves as Director of Financial Planning with a focus on tax planning. The consulting team also includes Evan Nishida, CFP®, and Sophia Saiki, CFP®.

Island Wealth Management, Inc. of Pearl City is known for its focus on multi-generational family values and personalized financial planning.

BizScoreAI awarded Island Wealth Management, Inc. a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and describes its pages so AI assistants can quote the content directly. The firm also received a Technical score of 90 out of 100.