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Pacific Capital Investments - The Wealth Management Company -Honolulu, HI

500 Ala Moana Blvd Suite 2-304, Box 162, Honolulu, HI 96813


Guidance Focus Care Interactive


Our goal is to provide clients honest advice, ongoing education, and caring relationships.

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Our Passion

We believe that when you treat people the way you want to be treated, you never go wrong.

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Our experience and commitment to ongoing education helps us create innovative strategies.

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Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?


Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Making the most of surprises is a great reason to work with us.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?


You’ve made investments your whole life. Work with us to help make the most of them.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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