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Current company INPAC Wealth
Financial Services · 12 employees · Founded 2013 · Honolulu, Hawaii, United States
INPAC Wealth helps individuals, families, business owners, and real estate investors navigate life's most significant financial transitions through holistic financial planning.
Whether preparing for retirement, transitioning investment real estate, planning for future generations, or exploring charitable giving opportunities, we help clients make informed decisions that align with their financial goals, values, and legacy.
A distinctive area of our practice is helping clients evaluate wealth planning strategies involving Section 1031 Exchanges and Delaware Statutory Trust (DST) investments. These strategies are considered within the context of each client's broader financial, retirement, tax, estate, charitable giving, and legacy planning objectives, working alongside their tax and legal professionals when appropriate.
Our planning-first approach integrates wealth management, retirement income planning, tax-aware strategies, estate and legacy planning, charitable and planned giving, risk management, and real estate wealth planning into one coordinated strategy tailored to each client's unique circumstances.
Headquartered in Hawaiʻi and serving clients throughout the United States, INPAC Wealth is committed to building lasting relationships through integrity, education, transparency, and personalized service.
Disclosure: INPAC Wealth ("INPAC") offers wealth management services through Diversify Advisory Services ("Diversify"), an SEC-registered investment adviser. INPAC offers additional investment services and securities through DFPG Investments, LLC, a broker-dealer, member FINRA/SIPC, and an affiliate of Diversify. INPAC Wealth and Diversify Advisory Services/DFPG Investments are not affiliated.