Edward Jones

At Ho'ea - Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Wailuku, HI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The Maui ohana of Mercer Advisors is proud to offer tailored, professional guidance to a wide range of families, businesses, and high-net-worth individuals throughout the Hawaiian Islands. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments. Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.

Front Street Financial Planning provides comprehensive financial planning and investment management for women navigating major life transitions. Located in Lahaina, Maui, and serving clients worldwide virtually, we specialize in helping women manage wealth for their families whether it be through divorce, retirement, inheritance, or the loss of a spouse. Led by Jennifer Macedo, CFP®, we act as a fiduciary to combine technical financial expertise with personalized guidance. Our services range from one-time Financial Clarity Sessions to ongoing wealth management and retirement income planning. We help you maintain investments, optimize taxes, and build a secure financial future aligned with your values. We look forward to talking. Aloha.🌺