Forbes Top Wealth Management Teams: High Net Worth, 2024

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We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

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We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

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At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

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Honored to be recognized in Forbes

All of us at Ho'ea - Wealth Advisory Group are proud to share that our team has been included on the 2024 Forbes Top Wealth Management Teams: High Net Worth list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.