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Mission Statement

At Kukui Tree Capital Management, our mission is to support our clients at every stage of their financial journey, empowering them to achieve financial prosperity through comprehensive, tax-aware wealth management. Just as the kukui tree serves as a valuable resource to the community, we serve our client community as a fiduciary, making their financial well-being our top priority. This duty of care ensures that our clients interest always come first, allowing us to offer independent advice and exceptional service. We see each client as part of our extended family, cultivating lasting partnerships based on trust, transparency, and a shared vision for the future.

"Our dedication to your financial success extends beyond managing your assets; we're committed to supporting you in leading a fulfilling and prosperous life."

Our Process

To develop your personalized wealth management plan, we begin by attempting to gain a deep understanding of your priorities and financial aspirations. This means actively listening and asking targeted questions to fully grasp what matters most in your life.
Next, we gain insight into your current financial position by analyzing key documents, including personal financial statements, tax returns, and estate planning documents. This detailed review of your finances is essential for creating a comprehensive plan that aligns with your goals.
Advise and Implement
Once we have a thorough understanding of your financial situation, we will work closely with you to develop a long-term financial strategy. We also coordinate with other members of your advisory team, including your tax preparer and estate planning attorney, to ensure seamless implementation of your plan.
Monitor and Evolve
The process doesn't end with the implementation of your plan. We continuously monitor your progress to keep you on track toward your goals and proactively suggest updates to your financial plan and investment strategy in response to changes in your circumstances, tax laws, and market conditions.

Investment Philosophy

At Kukui Tree Capital Management, our investment philosophy is firmly rooted in evidence-based strategies, prudent risk management, and tax efficient investing. By prioritizing long-term growth over chasing short-term returns, we construct diversified portfolios tailored to your unique preferences and objectives. Whether your goal is to reliably build wealth, diversify your assets, or plan for a financially secure retirement, our focus is squarely on giving you the best probability of success.

We are proud to sit on the same side of the table as our clients.


Chartered Financial Analyst