Tucker Wealth Management

Our Story and Mission

At Hawaii Partners 3D Wealth Advisors, we're passionate about helping our clients from Hawaii achieve their financial goals and live the life they've always dreamed of. For over ten years, we've been serving the residents and investors of Hawaii, providing a wide range of financial planning services, including investment strategies, estate planning, tax planning and preparation, and more. Our mission is to increase financial literacy in Hawaii and empower our clients to take control of their financial futures.

Our Wealth Management Process

We understand that every client has unique financial goals and objectives. Our wealth management process is designed to provide a tailored approach that addresses your specific needs and aspirations. Our team of certified financial advisors will work closely with you to create a comprehensive wealth management strategy that aligns with your values, risk tolerance, and long-term objectives.

Our Investment Philosophy

At the heart of our investment strategy is a Nobel Prize-winning research-based approach. Our investment philosophy is centered on minimizing emotional decision-making, maximizing long-term success, and customizing investment portfolios to your unique goals. We believe that investing should be approached as a science, and our principles of investment management reflect this philosophy.

A Second Opinion on Your Current Strategy

Are you unsure about your current financial strategy? Our team offers a complimentary, no-obligation second opinion service to review your portfolios, financial plans, and overall wealth management strategy. Our experienced financial advisors will provide personalized guidance and recommendations to help you navigate the complexities of your financial situation.

Retire with Confidence and Peace of Mind

At Hawaii Partners 3D Wealth Advisors, we understand the importance of creating a comprehensive financial plan that provides confidence and peace of mind in retirement. We take a long-term approach to wealth management, focusing on investment and financial strategies tailored to your specific goals and objectives. Our team of experienced advisors will work closely with you to create a customized plan that ensures a secure financial future.

How We Help Clients Prepare for Retirement

Managing risk and market uncertainty is a crucial aspect of a successful investment strategy. Our team takes a measured and science-based approach to managing wealth, emphasizing long-term success over short-term gains. We believe in educating our clients on the importance of risk management and the impact it has on their financial well-being.

Our Approach to Mitigating Market Risk

We take a two-pronged approach to mitigating market risk. First, we use our expertise to make informed investment recommendations based on your risk tolerance and goals. Second, we educate our clients on the importance of market risk and how to navigate its uncertainties.

Our Principles of Investment Management

At Hawaii Partners 3D Wealth Advisors, we follow six core principles of investment management that guide our investment decisions:

• Investing is best approached as a science.
• Certain principles that have worked in the past will work in the future.
• Patient investing is rewarded with long-term success.
• Managing risk is investor-specific, and client portfolios should be tailored to the client's preferences.
• Minimize emotion and maximize rational investment decision-making.
• Manage and clearly communicate costs.

Every Decision in Your Best Interest

As independent, fee-only fiduciary financial advisors, we are committed to acting in your best interest. Our fees are transparent, and we do not accept commissions or have any biases. Our sole focus is on providing you with unbiased and personalized financial guidance.