Since 1996, Chris has been helping families and businesses build and preserve wealth through active financial planning and tactical portfolio management. Chris is a Certified Investment Management Analyst® (CIMA®) completing his coursework at MIT Sloan School of Management.
After spending 23 years gaining industry experience at Morgan Stanley both as a Wealth Advisor and Branch Manager, Chris founded Malama Wealth Management. His process affords his clients the confidence of achieving their financial goals with a concierge-style service model. At Malama Wealth, we help you create, manage and follow your financial plan. We help you execute on that plan paying close attention to fees, taxes and asset location. We stress the importance of distinguishing between the two major phases of investing, accumulation and distribution. Emotions, strategies and solutions are significantly different between these two phases and they are important to understand.
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Knowing how to work toward your financial goals can be intimidating, but you can count on us to be by your side through every step of the process. Thoughtful financial planning is key to helping you find security, enjoyment and confidence in your finances. We work closely with you to develop a comprehensive strategy that meets your needs.
We’re proud of our experience in Kauai and the mainland, having partnered with investment firms like Morgan Stanley to make your financial journey and transition to retirement as smooth as possible. Malama offers tailored, planning-centric services with a team dedicated to being personal, approachable and professional.
You deserve quick, easy access to your assets and a partner who understands. We’re committed to responsiveness and availability, so you’re never left waiting for the personal touch you deserve.
As an independent firm, we always pursue your best interest first. We have the flexibility to choose products that fit your individual plan so we can stay flexible and responsive to your changing needs.
Plans help us get ahead of potential issues and strategize a lifelong journey. Everyone gets a tailored, individualized plan. Furthermore, every advice and suggestion we give is individually based on clients’ real-world circumstances.
Clients trust us to help them achieve a safe and secure balance. We recognize opportunity and risk according to clients’ goals and tolerances. We structure portfolios around this balance and remain flexible and alert to changing needs.
See how our services build financial confidence through personalized solutions at each stage of your life.
Discover how our personalized approach prioritizes your unique circumstances, goals and needs.
Contact us today to start planning your financial future. Our team is ready to assist you.