Expert Advice. Trusted Partners.

About Us

About Us

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

Learn more
Our Mission

Our Mission

Years of experience have prepared us to guide you through your life transitions.

Learn more
Our Services

Our Services

We create strategies that are tailored to your needs and goals.

Learn more

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.

Learn more

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.

Learn more

Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Learn More
The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.
Learn More
Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More

Have a Question

Thank you!
Oops!