"There is one rule leading the hearts and work culture investments: treat others as you would like to be treated. It is a mantra that is lived and breathed daily. Honoring the Golden Rule guides their professional and personal decisions and allows this team of financial advisors to navigate through any obstacles faced in pursuit of a client’s financial security."
We are Pacific Capital Investments, an independent wealth management and financial planning firm based in Honolulu, Hawaii. We formed our firm with the desire to tailor comprehensive financial services to each client’s unique needs, wherever they are in life. By combining our passion for helping with our decades of experience, our mission is to serve as an essential partner on which clients can rely for honest advice, unbiased recommendations, and trusted guidance. We enjoy building close relationships with clients and empowering them to take control of their financial lives and pursue their financial dreams.
Our goal is to provide clients honest advice, ongoing education, and caring relationships.
We believe that when you treat people the way you want to be treated, you never go wrong.
We create strategies that are tailored to your needs and goals.
Our business is built on a foundation of thoughtful client relationships.