Broker Check

Wiliwili: Comprehensive Platform

<strong>DESIGNED FOR CLIENTS WHO&#8230;</strong>


  • Are nearing or in retirement (distribution/preservation phases)
  • Are usually over age 50
  • Desire ongoing, comprehensivepersonalized guidance
  • Want to more closely monitor portfolio risk levels
  • Want to get organized or consolidate accounts
  • Need help coordinating financial matters beyond investment management (income distribution planning, insurance, health considerations, tax ramifications, estate and legacy planning, charitable inclinations, life coaching, and more)
  • Want to educate/involve next generation in financial matters
  • Suggested $500k of household investable assets (by invitation only)

WHAT IS WILIWILI? The Wiliwili tree is extremely resilient to drought, wind and heat, and can grow to more than 50 feet tall, even in these difficult conditions. Early Hawaiians prized the lightweight wood for making surfboards. It is one of the few native deciduous trees found in Hawaii, facing constant growth, loss, impermanence, and transition, shedding dark green leaves before its colorful flowers bloom again each spring and summer. Despite this resiliency, the Wiliwili is at risk of becoming an endangered species, so careful planning, coordination, and ongoing monitoring needs to be done to ensure that future generations may enjoy this beautiful tree. Source:


  • Ongoing financial planning relationship based on life goals and legacy wishes
  • Enhanced portfolio monitoring using risk-based technology and analyses
  • Designed to support the challenges of retirement and aging through regular assessments and coordination of resources
  • Optional facilitated discussions with your estate planning attorney, CPA/accountant, business associates, or beneficiaries
  • Proactive meeting scheduling and reminders
  • Increased cost transparency, as shown on quarterly statements
  • Fee-based
  • By invitation only (note: younger clients who are looking for a comprehensive, organized, proactive, and ongoing financial planning relationship may also find this enhanced platform attractive)
  • See our new AssetMap program below, that we will soon begin rolling out to select Comprehensive 'Wiliwili' clients



Our Comprehensive "Wiliwili" clients have more complicated financial situations than our Basic "Maile" clients, so we looked for a better tool to help us organize all pieces of the puzzle. This visual map of assets represents all investment, insurance, annuities and trust accounts in one organized picture, helping us identify missing pieces or areas needing improvement.