Services

Our financial planning service at Malama Wealth is customized to fit your unique needs and goals.  Chris takes a personalized approach, working with you to identify priorities, risks, and opportunities.  He bases your plans on you and what you aspire to accomplish with your finances.  With a strategic, methodical plan and a trusted guide, you can have confidence in your financial future.

At Malama Wealth, we take a disciplined and proactive approach to investment management.  We create a customized investment portfolio tailored to your unique needs and goals, and we regularly monitor and adjust your portfolio to stay aligned with your investment objectives.  With Malama, you have a trusted, experienced guide for life.

We provide a down-to-earth approach to retirement planning designed to help you find the confidence to enjoy your golden years.  We identify your lifestyle goals for retirement and develop a plan that aligns with those values and aspirations, as well as your goals for transitioning your wealth.  Every piece of advice and suggestion we give is individually based on your real-world circumstances, goals, risk tolerance and time horizon.

Protecting your wealth and loved ones is a top priority at Malama Wealth.  Our insurance and protection planning services help shield your wealth and your family from the financial impact of life’s more unfortunate events.  We’ll work with you to identify your risk exposure, and, as an independent firm, we have the flexibility to choose products with appropriate coverage so we stay responsive to your needs.

At Malama Wealth, we understand the importance of preserving and transferring your wealth to your heirs and beneficiaries.  Our comprehensive estate and legacy planning services take a personalized approach, identifying your unique needs and wealth transfer goals.  We’ll help you develop or update and maintain a comprehensive estate plan to help minimize the impact of taxes on your legacy and ensure your final wishes are carried out.

Our comprehensive tax strategy services at Malama Wealth can help you minimize your tax liability and optimize your tax returns.  We take a personalized approach to tax planning, identifying your unique tax situation and developing a customized tax strategy that compliments your specific circumstances.  We’ll also work with your tax professional to help ensure the proper execution of your personalized tax strategy.