As an established investment advisor in Honolulu, Robert Priske provides investment and financial guidance to Hawaii's businesses, individuals, and families. For more than 30 years, we have partnered with our clients with an independent and impartial approach to wealth management. We offer full service financial planning and investment management allowing our clients to make informed decisions to reach their financial goals in life.
Services
We select value stocks, ETF's, and no-load U.S. and foreign mutual funds and aim to earn solid rates of return with low risk. Our services include meetings, discussions, e-mails, and updates to your net worth and financial action plan. Robert manages over $100 million. He specializes in investments, pension management, and financial planning for Honolulu's health care and business professionals.
We assess your financial objectives to create a long term plan for you and your family. We periodically update your plan helping you to navigate your way and to build your wealth. We help build an investment portfolio to match your individual needs, goals, and risk tolerance. As a former Tax CPA with KPMG, Robert Priske will review your tax returns and assist you with your annual tax planning.
Reviews (4)
Ashley N.
Nov 27, 2019
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I was interested in hiring a financial adviser, as I wanted to consolidate and get my finances in order. I was referred to Bob through my parents, who have been working with him for well over 25+ years, so the choice was obvious!
His office is conveniently located in the Kahala Office Tower. My husband and I had our initial consultation with him, and we appreciated his solid financial advice and conservative approach. He put together a very useful and detailed spreadsheet that helps to keep us on track.
I learned that Bob was a former CPA, so he even helped to review our past years taxes
His office is conveniently located in the Kahala Office Tower. My husband and I had our initial consultation with him, and we appreciated his solid financial advice and conservative approach. He put together a very useful and detailed spreadsheet that helps to keep us on track.
I learned that Bob was a former CPA, so he even helped to review our past years taxes
Brittany S.
Apr 02, 2019
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J. Tk
Nov 25, 2018
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Johnnie K.
Sep 26, 2018
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Bob is a wonderful resource. A thorough adviser who encourages clients to take ownership of their financial condition and direction. He understands the level of sophistication of his clients and provides appropriate guidance to not only achieve their financial goals but to also sustain their level of wealth independently. His counsel to me has been life changing.
