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

Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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