Advisor photo for Gavin K Sumimoto

Gavin K Sumimoto

Financial Advisor

Ohana Wealth Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 10 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

I’ll work with you to provide personalized financial advice that helps you navigate your short-term financial needs while staying focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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November 18, 2024

Now Playing

Is the current U.S. economic picture sustainable?

Is the current U.S. economic picture sustainable?

The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)

November 05, 2024

What interest rate cuts may mean for investors October 14, 2024

View more markets and economic insights

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

Financial Advisors Who Understand You and the Markets

Financial Advisors Who Understand You and the Markets

Clients rate Ameriprise a 4.9 out of 5 for overall satisfaction because our financial advisors understand their goals, as well as the markets. Find an advisor today: https://www.ameripriseadvisors.com/ (0:15)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions 2^SM annuity help give you the confidence to stay invested. (1:35)

Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Help your clients understand the value of asset allocation and how it works. (2:15)

How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:50)

Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

An Ameriprise financial advisor takes the time to understand what’s truly important to you. Working with an advisor, you’ll receive personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement^® approach. With regular reviews of your goals and progress, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and in control of your financial life. (1:49)

Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)

Gavin K Sumimoto may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.