Aloha Wealthcare Management, LLC
Financial ServicesHawaii, United States0-1 Employees
Aloha Wealthcare Management, LLC is a Registered Investment Advisory firm based in Wahiawa, Hawaii. Founded by Steven Nakao, an Accredited Investment Fiduciary and Professional Plan Consultant, the firm focuses on wealth accumulation and distribution planning with a retirement orientation in the Hawaiian Islands. A substantial portion of its client base consists of high net worth individuals, alongside plan sponsors seeking retirement arrangements. By applying its expertise in personal and retirement planning, the firm aims to help plan sponsors reduce costs, improve plan performance, and mitigate risk. Operating within the financial services sector, it positions itself as a regional advisor for retirement and wealth planning in Hawaii.