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Plan | Prepare | Prosper

In Polynesian cultures, the Kukui Tree is seen as a symbol of enlightenment, protection, and peace. At Kukui Tree Capital Management, we strive to embody these principles, guiding our clients toward financial prosperity with personalized attention and care.
Independent RIA

Plan

First, we work closely with you to craft a personalized wealth management plan, thoroughly analyzing your current situation and risk tolerance to identify opportunities that align with your priorities and goals. This careful review helps ensure that we tailor a wealth management plan that is right for you.

  • Goal setting and long-term financial planning
  • Managing stock options and equity awards
  • Concentrated stock planning
  • Cash flow and liquidity planning

Prepare

We then lay the groundwork for achieving your financial goals by implementing a globally diversified investment strategy that helps protect and grow your wealth. We focus on optimizing every aspect of your financial life, from tax savings and risk management to thoughtful estate planning. Our team provides support and clear guidance throughout, keeping you well-informed every step of the way.
  • Investment management and asset location
  • Diversification and risk management
  • Proactive tax and estate planning
  • Insurance planning

Prosper

With a carefully crafted plan in place, we will work together to ensure that you stay well positioned on the path to achieving your financial goals. From building wealth to securing a comfortable retirement, we're committed to guiding you toward a financially prosperous future.
  • Personalized guidance and support
  • Trusted partnership through life’s milestones
  • Retirement and life planning
  • Strategic gifting and legacy planning

Plan. Prepare. Prosper.

With Kukui Tree Capital Management LLC.

Let's begin.