Honu Wealth Management

Welcome to Honu Wealth Management, a Registered Investment Advisor committed to providing our clients with financial planning and investment advisory services in an independent and unbiased manner. Our team consists of experienced professionals who are dedicated to helping you make good decisions about your money.

Garth A. Williams, MBA, CFP, Tom P. Chun, CFP, EA, MBA, and Stephen J. Sustrick, CPA (Inactive) are the key personnel at Honu Wealth Management. With a combined experience of over 50 years in the financial industry, we are well-equipped to handle all your financial needs. Our team members hold esteemed certifications such as CFP, EA, and MBA, which further attests to our expertise and commitment to the industry.

At Honu Wealth Management, we understand that finances can be a significant source of stress and anxiety for many people. That's why we are committed to helping you manage your finances so that you can focus on enjoying your life. We offer our clients financial planning and investment advisory services for a flat annual fee, which we believe provides a tremendous value.

Services Offered

We provide financial planning and investment advisory services to three types of clients, including:

• Wealth Accumulators: If you are just starting your career and want to ensure a secure financial future for yourself and your family, we can help. We specialize in helping young professionals build their wealth and achieve their financial goals.
• Transitioning to Retirement: If you are within five years of retirement and are looking to transition from a high-stress, high-salary profession to one that aligns more with your life goals and passions, we can help. We can assist you in making key decisions such as when to take social security, how to get and pay for medical insurance, and what benefits to take from your employer.
• Building a Legacy: If you are looking to ensure that your wealth is transferred to charity and/or future generations, we can help. We can assist you in making sure that you don't outlive your money and that you have a plan in place for any potential in-home or nursing care needs.

At Honu Wealth Management, we understand that every client is unique, and we are committed to providing personalized financial planning and investment advisory services that meet your specific needs. We offer access to very low-cost institutional-type mutual funds not generally available to the public at large from Dimensional Fund Advisers and Vanguard.

Our Process

Our process begins with getting to know you and your financial goals. We take the time to understand your values, risk tolerance, and financial objectives. We then create a customized financial plan that is tailored to your unique needs.

We believe that communication is essential to building a strong relationship with our clients. That's why we offer our clients unlimited access to our team, so you can seek our advice and council whenever you have a financial question, no matter how small it might seem to you.

Once we have created a financial plan, we work with you to implement it. We provide ongoing advice and support to ensure that you stay on track and achieve your financial goals.

Resources

At Honu Wealth Management, we are committed to providing our clients with the resources they need to make informed financial decisions. We offer a variety of resources, including:

• Newsletters: We offer a newsletter that keeps you up-to-date on the latest financial news and trends.
• Blog: Our blog provides insightful commentary on various financial topics, including investment strategies, retirement planning, and estate planning.
• Links: We provide links to various financial resources, including government agencies, financial institutions, and investment research firms.

Thank you for considering Honu Wealth Management for your financial planning and investment advisory needs. We look forward to the opportunity to work with you.