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Personal Planning Services

Services Built Around Your Needs

At Malama Wealth, we offer a comprehensive range of financial planning services to help you pursue your unique financial goals.  Whatever combination of services you require, we're here to help you plan strategically and execute cohesively as we navigate the complexities of the financial world together.

Financial Planning

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.

Investment Strategy

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.

Retirement Planning

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.

Insurance & Protection

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.

Estate & Legacy Planning

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.

Tax Strategies

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.

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Meet Our Team

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

Meet the Team

Our Approach

Discover how our personalized approach prioritizes your unique circumstances, goals and needs.

Our Approach

Contact Us

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

Contact Us Today