Honu (pronounced ho-NEW) is the Hawaiian word for sea turtle. We trace our roots back to 1994 when Garth Williams started his financial planning practice in Honolulu, Hawaii. Honu (sea turtles) have been around for tens of millions of years and are found in every ocean worldwide except the Arctic. In myths and legends, turtles are often symbols of longevity and wisdom.
So with their long life, global reach and reputation as wise and trustworthy, Honu Wealth Management was born in 2007. We make sure that you are as prepared as possible for the significant financial events that occur during your life. You can continue to enjoy your life, secure in the knowledge that Honu's experts are taking care of your portfolio.
So with their long life, global reach and reputation as wise and trustworthy, Honu Wealth Management was born in 2007. We make sure that you are as prepared as possible for the significant financial events that occur during your life. You can continue to enjoy your life, secure in the knowledge that Honu's experts are taking care of your portfolio.
Services
Honu Wealth Management is a Registered Investment Advisor. We offer our clients financial planning and investment advisory services in a truly independent way. Honu Wealth Management offers High Net Worth Clients our services for a flat annual fee. Most advisors today offer either an Asset Under Management (AUM) fee or an hourly fee.
Life is complicated. You have many different issues to worry about each day for you and your family. We view financial planning as the process of making sure that you are as prepared as possible for the significant financial events that occur during your life. There are some significant financial events that we can plan for, like retirement or education, and others that are unforeseen like losing your job or the loss of a loved one.
Honu Wealth Management ("Honu") offers ongoing investment advisory services to our clients to help them achieve their goals. Basically, we will manage your investment portfolio for you so you can continue to enjoy your life, secure in the knowledge that Honu's experts are taking care of your portfolio.
Our Wealth Management services combines financial planning and investment advisory services into a single fixed annual fee service that offers a tremendous value to our high-net worth clients. Instead of having to pay a percentage of your assets, you have a fixed yearly fee. If you already have a substantial asset base, this service can save you thousands of dollars compared to traditional Assets Under Management (AUM) services.
For small business owners there are many different types of retirement plans and benefits you can offer to employees, SIMPLE IRA, Profit Sharing Plans, SEP IRA, 401(k) and they all have different advantages and costs to your business. We help you sort through the choices and find the best one for your business and budget.
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