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Investment Services

Island Wealth Management

 
Financial Planning & Investment
Services

Island Wealth Management offers credit union members access to financial planning and investment services. Whether you are saving for long-term goals such as retirement or education, just starting out on the road to financial planning or want to broaden your investment options, Island Wealth Management is here to help you address your financial goals.

Our investment professionals can assist you with a wide variety of services including:

  • Mutual Funds
  • Municipal Bonds
  • Long Term Care Insurance
  • Estate Planning
  • Strategic Asset Management
  • Tax-Advantage Investing
  • Individual Stocks
  • Life Insurance
  • Wealth Preservation
  • Retirement Planning
  • Investment Portfolio Analysis
  • College Savings Plans
  • Brokerage Accounts
  • Stocks
  • Exchange Traded Funds (ETF)
  • Advisory Accounts - Active Management
  • Business Services

 

The Island Wealth Way

Watch how Island Wealth Management puts all the pieces to your financial puzzle together to help you address your financial goals.



Get Started on Your Financial Journey Today!

Click here to schedule your complimentary, no-obligation consultation either virtually or in-person at our Pearlridge branch.
Contact our Financial Consultant for more information.

Scott_Nishida_2

Scott Nishida, AIF®
Financial Consultant, Island Wealth Management
Email: [email protected]
Pearlridge Branch Office Phone: (808) 440-8128
Island Wealth Management Office Phone: (808) 525-7200 
Island Wealth Management Fax: (808) 525-7220

Already have Island Wealth Management services? Sign in to your Account View to securely check balances, review transactions, and see your financial progress.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Hickam Federal Credit Union and Island Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Island Wealth Management, and may also be employees of Hickam Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Hickam Federal Credit Union or Island Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposit or ObligationMay Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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