Wealth Management

Holistic. Personal. Balanced. Always Revolving Around You.

Our purpose is to give you the freedom to focus on what brings you happiness and fulfillment. We accomplish this by getting to know you – and knowing you well. By understanding your unique goals and your vision of an ideal future, we work together to create a comprehensive wealth management strategy that encompasses a holistic, custom-tailored financial plan and an appropriate investment approach and portfolio.

The Kondo 360° Planning Approach focuses on the key drivers in your life. We recognize the importance of balance, comfort, protection, and family – that’s why our approach is holistic, personal, and always centered on you.

Kondo 360 Planning Approach
01 02 03 04 05 Clarify Vision& Future BalanceWork &Life Build aLegacy CreateFinancialComfort Help &ProtectFamily Holistic. Personal. Balanced.

01Clarify Vision & Future

Everyone’s idea of success and accomplishment is unique — just like their vision of the future. That’s why we start with getting to know our clients well and clarifying their goals and ambitions.

Our role is to provide more than advice on wealth accumulation; it’s to help our clients live a life that has the rewards that come from living it well.

Our 360° process starts with setting a clear vision of what success means to you so we can build a plan that’s all around you and a better tomorrow.

02Balance Work & Life

You work hard, and we’re here to help you make the most of your efforts. It’s not just about what you keep, it’s about the freedom it gives you to accomplish your life’s ambitions.

Increasingly, investors are looking for more than just an accumulation of wealth. They’re looking for what it allows them to do within their lives, whether it be traveling, education, family, or leaving a legacy for future generations.

We help you find the balance you need to enjoy all that life has to offer.

03Create Financial Comfort

Everyone wants the peace of mind that comes from knowing that they don’t have to worry about their financial outlook – but very few find it. At Kondo Wealth Advisors, our investors are the exception. We take the time to help our clients understand their investments and the progress they are making towards their goals.

With this knowledge, they gain the comfort and freedom of knowing that they can fulfill their obligations and are prepared for any challenges that life may bring. We believe that it’s the extra effort we take to come to know our clients and their dreams of the future that allows us to serve them best.

04Help & Protect Family

For many of our clients, family is their top priority. That’s why we create comprehensive and personalized financial plans that focus on providing for and protecting their families. More than a road map to retirement, we offer a holistic plan that spans all your responsibilities.

Whether it be funding education, assisting with medical costs and elder care, or helping grandchildren with saving for their future, we help you provide for and protect your family with the financial security they deserve.

05Build a Legacy

You’ve put in a lot of effort and come a long way to be where you are today. Now it’s time to start thinking about the future and the legacy you want to leave for your family, loved ones, and causes that are near and dear to your heart.

At Kondo Wealth Advisors, we don’t believe you need to live on an estate to benefit from estate and legacy planning. Our role is to help you live the best life you can, and that means planning for the effective transfer of wealth to the next generation. No matter what kind of legacy you wish to build, we’re here to help you achieve it all.

Where You are Today & Where You Want to be Tomorrow

Our approach is centered around where you are today and where you want to go. We help you define your freedom and open the doors to opportunities through thoughtful and purposeful planning.

Whether you’re on your way to building wealth, looking to protect your family, grow your assets, are approaching retirement or are already retired, we will work to craft the solution that’s right for you.

Our guidance, discipline, and vigilance keep you on the path to reaching your goals and maintaining your lifestyle.

Emerging Wealth
Mature Wealth
Nearing Retirement
Income in Retirement

Have a plan you’d like us to review?

Wealth Webinars

Real-world Webinars to Shape a Better Future

Join us for one of our many informative webinars. We focus on the transformative power of wealth building coupled with our holistic approach to planning.

Hope to see you there!

Kondo Webinars