Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning

Awards & recognition

  • Cassidy E Tepper, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Azure Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Cassidy E Tepper, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022, 2024

Community participation

Connectedness, Community and Stewardship.
Connectedness, Community and Stewardship.

We are reminded every day how fortunate we are to live in paradise. One of the things that makes Hawai'i such a special place is the many people who devote their lives and careers to serving our community. That’s why we are grateful for the opportunity to thank and support them by volunteering on boards and community service projects. Each day we strive to embody the Hawai'i values of connectedness, community and stewardship.

Honored to be recognized in Forbes

Congratulations, Cassidy Tepper, for being included on the 2024 Forbes Best-in-State Wealth Advisors list. All of us at Azure Wealth Advisors are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel more confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust, and to Forbes and SHOOK Research for the recognition.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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