Kūpono Wealth Planning

Kūpono Wealth Planning Kūpono Wealth Planning is built on personal relationships and genuine care. Visit www.kuponowealth.com to learn more.

When you call, you’ll speak with people who know your name, your story, and what matters most to your family. Born and raised in New York City, Brandon Wallis started his career in Manhattan, but found his calling serving families on O‘ahu. After 20 years of helping clients navigate retirement, market volatility, and life’s transitions, he founded Kupono Wealth Planning to deliver the same high-quality service with more flexibility and lower costs. We have a deep commitment to serving our Client ʻOhana and the community, where we live and work.

When everyone counts on you, your own priorities can quietly slip into the background.Not because they matter less, but ...
09/23/2026

When everyone counts on you, your own priorities can quietly slip into the background.

Not because they matter less, but because there's always someone else to think about first.

Over the years, we've had many conversations with women balancing careers, caregiving, family, and countless responsibilities. One thing we've learned is that supporting others starts with making sure you have a plan for yourself.

You deserve the same care and attention you give to everyone else.

Sometimes the most important financial decision is simply making time for the conversation.

We've never had someone walk into our office and say, "We can't wait to review our beneficiaries."What we hear is someth...
09/21/2026

We've never had someone walk into our office and say, "We can't wait to review our beneficiaries."

What we hear is something much more human.

"We've been meaning to update our wills."

"I know we should consolidate those old retirement accounts."

"We keep saying we need to talk to our kids about our estate plan."

"We just never got around to it."

After years of working with families, we've learned that people rarely put these conversations off because they don't care.

They put them off because life gets busy. There always seems to be something more immediate demanding their attention.

That's why we don't think of financial planning as checking boxes. We see it as creating the time and space to work through the decisions that have quietly been sitting in the background for far too long.

If something has been sitting in your "one day" file, maybe this is the season to move it to the top of the stack.

We’re opening the doors to our new home! 🌺Join us for an afternoon of connection, conversation, refreshments, and aloha ...
09/18/2026

We’re opening the doors to our new home! 🌺

Join us for an afternoon of connection, conversation, refreshments, and aloha as we celebrate the opening of the new Kūpono Wealth Planning office.

We’re so grateful for the relationships that have brought us here, and we’d love the opportunity to celebrate this exciting new chapter with you.

📍 95-720 Lanikuhana Ave, Suite 240, Mililani, Hawai‘i
📅 Friday, September 18
⏰ 1:00–5:00 PM

We hope to see you there! Please RSVP at (808) 650-7263 or [email protected].

One question has a way of changing almost every financial conversation."What is your wealth actually for?"The answer is ...
09/18/2026

One question has a way of changing almost every financial conversation.

"What is your wealth actually for?"

The answer is almost never a number. It's about the life someone wants to build, the people they want to care for, and the opportunities they hope to create.

We've found that once that conversation happens, financial decisions become clearer. Priorities come into focus. The plan starts to reflect the person instead of just the portfolio.

Because before wealth can be managed well, it helps to understand the purpose behind it.

Sometimes the hardest part of financial planning isn't making a decision.It's figuring out which advice deserves your at...
09/15/2026

Sometimes the hardest part of financial planning isn't making a decision.

It's figuring out which advice deserves your attention.

The people around you are often trying to help, but their circumstances aren't yours.

A good plan creates a filter. It helps you understand what matters, what doesn't, and where to focus your attention so you can make decisions with clarity instead of urgency.

One of the things we've noticed is that retirement doesn't always unfold the way people expect.Many prepare financially....
09/14/2026

One of the things we've noticed is that retirement doesn't always unfold the way people expect.

Many prepare financially. Far fewer prepare for the change in identity that comes from no longer being the person everyone turns to at work.

The meetings stop. The phone gets quieter. The routine changes.

What doesn't change is everything you've learned along the way.

Your experience didn't retire when you did.

Someone could benefit from the lessons you've spent decades earning. Whether it's mentoring a young professional, serving your community, or helping a nonprofit, your next chapter can be just as meaningful as the one that came before.

One of our favorite meetings usually starts the same way.A client reaches into a folder and says, "I've been meaning to ...
09/11/2026

One of our favorite meetings usually starts the same way.

A client reaches into a folder and says, "I've been meaning to ask you about this."

Sometimes it's a statement they don't understand or an old retirement account.

Almost never is it as complicated as they feared. Remember, you don't need to have everything organized before asking questions.

Sometimes the most productive meetings begin with, "Can we look at this together?"

No two financial situations are exactly alike. But after years of helping people manage their money, we've learned the e...
09/09/2026

No two financial situations are exactly alike. But after years of helping people manage their money, we've learned the emotions around money are remarkably similar.

The fear of making the wrong decision. The responsibility of providing for family. The uncertainty that comes with change.

Those emotions are real, and they can shape the decisions we make.

Sometimes the greatest value of an advisor is having someone who can help you talk through what's really driving the decision and help bring clarity to the uncertainty.

Every career tells a different story, but they all reflect dedication, perseverance, and purpose.This Labor Day, we cele...
09/07/2026

Every career tells a different story, but they all reflect dedication, perseverance, and purpose.

This Labor Day, we celebrate the hard work behind those stories and wish you a weekend filled with rest, family, and time to enjoy what you've built.

It's easy to think retirement is about reaching a certain number.But for most people, that number is simply a means to s...
09/02/2026

It's easy to think retirement is about reaching a certain number.

But for most people, that number is simply a means to something more meaningful.

More time with family. More freedom to travel. More opportunities to give back. More flexibility to spend your days the way you choose.

That's why the most important planning conversations don't begin with a portfolio balance.

They begin with a simple question:

What do you want life after work to look like?

Address

95-720 Lanikuhana Avenue Suite 240
Mililani Town, HI
96789

Telephone

+18086507263

Website

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