Welcome to the B. Riley Wealth Management - Honolulu office website. Carlton and I have finally been dragged into the 21st century and are excited to share the many features offered on our site. In addition to educational articles and videos, we're pleased to share a regular newsletter for our clients and friends.
We know that life in Hawaii is beautiful, but also requires careful financial planning. We work with clients and neighbors to keep them aware of investment opportunities and develop financial plans that prioritize liquidity. We pride ourselves on offering transparent and straightforward communication to clients about their accounts and finances.
We are proud to have built our practice almost entirely on referrals from existing clients and trusted professionals such as accountants and attorneys. A testament to the trust we have built with our valued clients. Every new relationship begins with a discovery conversation to learn about a client's investment goals, risk tolerance, experience level, and personal financial needs. We then offer clients a personalized portfolio proposal to support their unique goals. Contact us to learn how we can help you on your financial journey.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.