Masuda Lehrman Wealth
Finance and Money / by Masuda Lehrman Wealth / 25 views
Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and nationwide. The firm specializes in helping clients manage wealth responsibly, particularly those approaching or in retirement and inheriting or passing on wealth. Services include personalized financial planning, investment management, retirement strategies, estate planning, and tax guidance.
Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and nationwide. Masuda Lehrman Wealth specializes in helping clients manage wealth responsibly, particularly those approaching or in retirement and inheriting or passing on wealth. Services include personalized financial planning, investment management, retirement strategies, estate planning, and tax guidance. Founder Daniel Masuda Lehrman, CFP®, CSLP®, brings over a decade of experience from leading financial institutions and is committed to providing unbiased, expert advice to help clients achieve their financial goals and create lasting legacies for future generations.
Financial planning should cover every aspect of your life, not just your investments. Following the CFP Board’s Financial Planning Process, I’ll help you tackle important financial decisions by evaluating every aspect of your financial well-being.
We first help you dig deep to envision and define what your ideal life looks like, uncovering your most important values along the way.
We help you answer “why is money important to you”? This creates the lens for your financial decisions and guides the path that you’d like your money to take you on.
We provide tailored recommendations with your ideal life and values in mind.
Financial planning is like taking a roadtrip. It helps to have someone whose done this before help you navigate a roadmap and avoid potholes, delays, and accidents. We’ll be your GPS that lets you know where exactly you are in relation to where you want to be.
Finally, we empower you to take action and guide your financial decisions so you get closer to your ideal life while, hopefully, allowing you to enjoy the ride along the way.
Money defines the quality of our lives. It can shape our own destiny for the better IF we know how to use it properly
- Listing ID: 29604