As an established investment advisor in Honolulu, Robert Priske provides investment and financial guidance to Hawaii's businesses, individuals, and families. For more than 30 years, we have partnered with our clients with an independent and impartial approach to wealth management. We offer full service financial planning and investment management allowing our clients to make informed decisions to reach their financial goals in life.
Services
About Us
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We select value stocks, ETF's, and no-load U.S. and foreign mutual funds and aim to earn solid rates of return with low risk. Our services include meetings, discussions, e-mails, and updates to your net worth and financial action plan. Robert manages over $100 million. He specializes in investments, pension management, and financial planning for Honolulu's health care and business professionals.
Financial Services
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We assess your financial objectives to create a long term plan for you and your family. We periodically update your plan helping you to navigate your way and to build your wealth. We help build an investment portfolio to match your individual needs, goals, and risk tolerance. As a former Tax CPA with KPMG, Robert Priske will review your tax returns and assist you with your annual tax planning.
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