Island Wealth Management is a registered investment advisor based in Honolulu, Hawaii, offering customized financial planning and consulting services. The firm helps clients navigate various aspects of their financial lives, including investment planning, retirement preparation, estate planning, charitable giving, education funding, tax strategies, real estate analysis, debt management, and business financial planning. Island Wealth Management operates on a fee basis, creating written plans with specific recommendations while leaving implementation entirely up to the client. The firm does not manage investment portfolios directly or exercise trading authority over client accounts. Instead, representatives can help clients implement financial plans through LPL Financial, a separate broker-dealer where they also act as registered representatives. Island Wealth Management is owned by Brian Enoka and Troy Enoka, who are both Certified Financial Planners.
Fee Structure
- Comprehensive financial plan — $2,000 to $20,000 depending on the scope and complexity of your situation, covering retirement, investments, taxes, estate planning, and debt analysis