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

  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Life Stages Wealth Solutions, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Wayne T Kaneta, Ameriprise Circle of Success, 1990,1998-2002,2004,2006-2007, 2019-2023
  • Wayne T Kaneta, Ameriprise Circle of Success Diamond Ring, 2022

Community participation

Life Stages Wealth Solutions

Our team recently participated in a great community service effort working with the Hawaii Foodbank! The team volunteered throughout the day distributing fresh produce such as onions, potatoes, carrots and much more! There were also countless boxes of cereal, breads, snacks and chips that were provided to the families of Wahiawa! It was a lot of hard work, but a small price to pay to see the appreciation and smiling faces of everyone receiving their box of food supplies! It was an eye opening experience, hard work, and we all couldn't believe this event takes place twice a month with just a few people.

Honored to receive recognition

All of us at Life Stages Wealth Solutions are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Life Stages Wealth Solutions team and the great experience we work so hard to provide for our clients every day

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

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