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

Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Learn More

Saving for College
This calculator can help you estimate how much you should be saving for college.
Learn More

Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Learn More

What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More