Our Principle: Rooted in the concept of "Ohana" (family), we prioritize building lasting relationships based on trust and integrity.
Our Mission: To deliver personalized financial strategies  that drive growth and help ensure security for individuals, executives, and businesses.
Our Services:
o	Wealth Management: Tailored investment strategies, estate planning strategies, and tax efficient investing to preserve and accumulate wealth.
o	Financial Planning Services: Customized approaches to budgeting, savings, retirement planning, and risk management for achieving financial objectives.
o	Investment Advisory :  Experienced guidance on helping clients with their                                                     portfolio diversification and market analysis to optimize returns while managing risk.
o	Retirement Planning: Strategies for financial security in retirement through pension plans, 401(k) management, and annuities.
o	Risk Management and Insurance: Protection of assets and income against unforeseen events.
o	Estate Planning Strategies: Working with your attorney and professionals for efficient asset transfer and tax minimization.
•	Our Commitment: To foster long-term relationships with clients, embracing the shared value of family.


Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.  Ohana Wealth Legacy is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC(NY, NY 212-314-4600),member FINRA,SIPC.ImportantInformation&Disclosures:AGE- 7742687.2(3/24)(EXP 3/29)

Ohana Wealth Legacy

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