The WealthTenders is a fully virtual, fee-only investment advisory firm based in Honolulu, HI, with a mission to make finance more accessible and relatable to individuals of all ages, incomes, and asset levels. They specialize in managing portfolios, tax planning, and cashflow, with a particular focus on real estate as a hard asset.
Operating in all 50 states, The WealthTenders offers a personalized and transparent approach to financial planning, providing ongoing support and quarterly to annual reviews to their clients. With a commitment to the fiduciary standard, they prioritize client satisfaction and maintain a direct line of contact with an advisor, ensuring a dedicated customer service experience.
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