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Our Approach

Discovering Your Values for Comprehensive Planning

Financial planning starts with understanding your values.  We take a personal approach to financial planning, working closely with you to identify what's truly important.  By discovering your values and priorities, we can establish a foundation that's built on trust.

Setting Goals to Frame the Future

Setting Goals to Frame the Future

Chris helps develop a plan that is built around identifying your personal goals, whether that means planning for retirement, saving for education, or growing your wealth.  With Malama Wealth, you can have confidence in your goals knowing that you have people working to help you build an enjoyable future.

Assessing Where You Are Today So You Can Plan for Tomorrow

Assessing Where You Are Today So You Can Plan for Tomorrow

To develop a plan you can feel confident about, we conduct a thorough analysis of your current financial situation to identify your assets, liabilities, cash flow and more.  Based on a thorough understanding of your current situation, we can help you form a cohesive strategy for the immediate and long term.

Planning Tailored to Your Life Stage

We provide solutions tailored to your needs, no matter your life stage.  Whether it's starting your career, building your wealth, or preparing and living in retirement we’ll help you pursue your current and future goals.

Young Accumulators

Young Accumulators

Starting to Grow Wealth

Starting to Grow Wealth

Nearing Retirement

Nearing Retirement

Living In Retirement

Living In Retirement

Planning for Today and the Future

Planning for Today and the Future

Financial Planning is about more than creating a one-time plan.  As your situation changes throughout life, we’ll help you reassess and adjust for whatever is next.  As we get to know each other, we’ll build a trusted relationship based on reliable, timely advice and strategic financial planning.  You can count on Malama as a partner for life.

Curated Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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Retiring Earlier Than Expected? What To Know

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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Our Services

See how our services build financial confidence through personalized solutions at each stage of your life.

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Meet Our Team

We have years of financial experience that enable us to address your needs.

Meet the Team

Contact Us

Contact us today to start planning your financial future.  Our team is ready to assist you.

Contact Us Today