Our Team
We have found success in working with founders/business owners, wealth inheritors/multigenerational families, corporate executives, and professionals with advanced degrees throughout all aspects of their lives.
Our founding team chose Raymond James, one of the largest independent financial services companies in the nation, to provide sophisticated offerings on a more personal scale. We were attracted to the culture of independence, freedom to put clients first, and the advanced planning tools and cutting-edge technology that Raymond James provides.
Our Pulse Wave Private Wealth office is in the heart of Kaka’ako, on the ground floor of Keauhou Place, directly facing South Street. Our office follows an established comprehensive planning process, which starts by understanding what is most important to you, your loved ones, and your trusted legal and tax professionals. Crafting, implementing and tactically reviewing your personal wealth strategy involves constant discussions around your family, finances, health and purpose.
