Ho'ea - Wealth Advisory Group Team Profile

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

Track your goals and progress
Connect and share information with us
View, store and organize your financial documents
Transfer funds, and much more

Retirement Planning Strategies
Estate Planning Strategies
Investments

Ho'ea - Wealth Advisory Group, Forbes Top Wealth Management Teams: High Net Worth, 2022-2024
Ho'ea - Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
Ho'ea - Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams; #1 in Hawai'i, 2024
Ho'ea - Wealth Advisory Group, Ameriprise Client Experience Award, 2023
Michael A China, Forbes Best-in-State Next-Generation Wealth Advisors, 2023
Eric Fujimoto, AdvisorHub Advisors to Watch (under $1Bil), 2023

Hōʻea - Wealth Advisory Group supporting the March for Babies

Giving hope to nearly half a million babies born too soon each year.

When you walk in March for Babies, you give hope to nearly half a million babies born too soon each year. The money raised supports programs in our community that help moms have healthy, full-term pregnancies. And it funds research to find answers to the problems that threaten our babies. March for Babies have been walking since 1970 and have raised an incredible $2.3 billion to benefit all babies.

March of Dimes

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.

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