Expert Advice. Trusted Partners.

About Us
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Mission
Years of experience have prepared us to guide you through your life transitions.
Resource Center
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Bart H. Fujimoto, CFP®, AIF®, CRPS®, CLU®
Most people are uncertain about their financial future. I use different wealth management strategies to develop a personalized plan to help you pursue your financial goals and dreams.
Helpful Content

The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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