Lifestyle Wealth Management

Lifestyle Wealth Management Lifestyle Wealth Management is an independent, full service financial advisory firm. Learn about our Work Optional Lifestyle process.

Our focus is to serve our clients and community with advanced strategies and wealth management for generations to come.

12/21/2025

Every year, during the week before Christmas, we sit down and choose our favorite local foundations and charities. We have the privilege and honor of donating to these organization who are truly doing amazing work in their mission, who align with our values and who serve the less fortunate, our planet, our furry four legged friends, people needing help navigating our legal system, our coastlines, feeding our keiki and keeping families together.
Here's our list this year:
+Parents and Children In Need
+Hawai‘i Foodbank
+Sustainable Coastlines Hawaii
+Native Hawaiian Philanthropy
+PAWS of Hawaii
+Fur-Angel Foundation
+Legal Aid Society of Hawaii

We'd love those who can join us in support. Please also share your favorite charity in the comments below!

Address

74 Kihapai Street
Kailua, HI
96734

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