Who We Are
An Experienced Honolulu Wealth Management Firm
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.
In fulfilling our mission, we have developed three core principles:
Because every person is unique, we tailor our strategies to fulfill the specific needs of each client. Through a holistic approach that addresses your entire financial picture, we help you have a clearer understanding of where you are today, evaluate any gaps, and identify what steps to take in pursuit of your goals.
We believe you can feel more comfortable knowing your financial needs are being met when you work with an advisor acting in your best interest. As an independent firm, we aren’t tied to proprietary products or sales quotas. With the support of independent broker-dealer First Allied, we have access to a wide range of products, resources, tools, and research to provide you unbiased solutions that address your many financial needs. We also frequently collaborate with other trusted professionals in your life, including attorneys and CPAs, when needed for estate planning and other strategies.
Individual Client Focus
Because we are a planning-based firm, we are selective about the number of clients with whom we work. We take the time to get to know you and ensure we are a good fit for one another. By working with a select number of families, we can provide a higher level of personalized service. Beyond developing customized strategies, we proactively communicate with you throughout the year and keep you updated on your investments and strategies. We believe this helps us build stronger relationships that last.
Let us help you evaluate your financial needs and build a personalized plan designed to guide you toward financial comfort and security. Contact us to take the first step.