MWS 2 | Maui Wealth | A Financial Roadmap

What We Do

Retirement Planning

Build a future you can look forward to with tax-smart strategies tailored to your goals.

Financial Wealth Strategies

Smart solutions to manage obligations and free up money to invest in your future.

College Funding

Confidently plan for your children’s education without sacrificing your own retirement.

Business Planning

Align your personal and business finances so your money works harder for you.

Asset Protection

Safeguard your wealth with strategies designed to shield what you've worked hard to build.

Employee Financial Wellness

Give your team tools and confidence to thrive — at work and at home.

Who We Help

Individuals

Empower yourself to take charge of your financial future with personalized guidance and expert investment strategies.

High-Income Professionals

You’ve earned it — now let's protect it, grow it, and turn income into long-term financial power.

Business Owners

Whether you're growing, scaling, or selling — we help you align business success with personal financial freedom.

Employers & Teams

Provide financial wellness programs that boost morale, reduce stress, and empower employees to thrive.

Your Financial Road Map

Quickly assess your current situation and define where you want to go.

Understand your opportunities and trade-offs using our real-time planning tools.

Life evolves. Your roadmap does too. We'll help you adjust while staying true to your goals.