At Kukui Tree Capital Management we understand that financial success doesn't happen by chance; it's the result of careful planning, diligent preparation, and strategic decision-making. That's why we're committed to helping you navigate the various complexities of wealth management with confidence and clarity.
As fiduciaries, we prioritize your interests above all else, managing your wealth with integrity, transparency, and diligence. Our commitment extends beyond compliance, actively seeking the best opportunities to boost your financial security and growth potential.
Fee-only
As a fee-only financial advisor, we charge a fee only on assets under management. This compensation structure aligns our interests with yours, minimizing potential conflicts and ensuring we’re fully invested in your financial success.
Comprehensive
The Chartered Financial Analyst® (CFA®) designation is a mark of excellence in financial expertise, ethics, and education. This distinction helps position us to navigate complex financial scenarios, strategically guiding you toward achieving your goals.
INDEPENDENT
As a fully independent firm, we’re free to provide personalized, objective advice, unswayed by external affiliations. Our autonomy ensures we’re accountable only to our clients, allowing us to focus exclusively on your financial well-being.
Our firm is built on the belief that open, transparent, and client-centered relationships build lasting success. We listen first to truly understand your needs, then tailor our advice to your unique set of priorities and goals, delivering exceptional service each step of the way.