FHB Wealth Management Group

For over half a century, the FHB Wealth Management Group has been aiding affluent families, successful professionals, and esteemed institutions in crafting tailored, adaptable wealth management strategies to address both immediate and long-term financial objectives. Our financial guidance is shaped by extensive investment knowledge and bolstered by the resources and investment insights of Merrill, as well as access to the banking conveniences of Bank of America.

The exclusive clientele we serve have amassed wealth through various avenues and require a personalized approach to their distinct wealth management needs. Our highly skilled advisory team provides considerate and inventive strategies designed to safeguard and expand assets, pursue desired retirement lifestyles, and establish diverse, flexible portfolios engineered to leverage market opportunities.

Our personalized services encompass retirement planning, the management of concentrated stock holdings and liquidity concerns, collaboration with your legal and financial advisors to devise tax-efficient methods for wealth transfer, and access to Bank of America trust and philanthropic services.

To navigate the anticipated and unforeseen financial events in your life, we encourage you to engage with us. You can depend on our extensive resources and breadth of experience to guide you through your wealth management challenges, no matter how intricate.