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-qu

ality 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.

Receiving an inheritance can feel straightforward at first.Then the questions start to surface.What should be done with ...
06/16/2026

Receiving an inheritance can feel straightforward at first.

Then the questions start to surface.

What should be done with it? How should it be structured? How does it fit into everything else already in place?

There isn’t always a clear path forward, even when the opportunity is significant.

Our goal is to bring a perspective that helps you slow down and make sense of decisions, bring structure where there isn’t one, and think through how each choice fits into the bigger picture.

Technology continues to evolve. Tools improve, information becomes more accessible, and decisions can be modeled faster ...
06/15/2026

Technology continues to evolve. Tools improve, information becomes more accessible, and decisions can be modeled faster than ever.

What hasn’t changed is the need for perspective.

Financial decisions are rarely isolated. They’re shaped by changing priorities, evolving goals, and moments where the right path isn’t always clear.

That’s where our role remains steady. Helping you think through decisions as they’re happening, understand how each piece fits together, and navigate how things tend to unfold over time.

Major life changes don’t just shift your routine. They often change your financial picture as well.Buying a home, starti...
06/10/2026

Major life changes don’t just shift your routine. They often change your financial picture as well.

Buying a home, starting a family, or taking on a new opportunity can all come with tax implications that aren’t always obvious in the moment.

That’s why these moments are worth talking through.

Not after the fact, but as they’re happening, so decisions can be made with a clearer understanding of what comes next.

A quick conversation at the right time can make a meaningful difference.

Most financial habits aren’t built intentionally.They’re built gradually, as income grows and life gets busier.Spending ...
06/09/2026

Most financial habits aren’t built intentionally.

They’re built gradually, as income grows and life gets busier.

Spending adjusts. Priorities shift. Decisions get made without much time to think them through.

At first, it doesn’t feel like it matters.

But over time, those patterns tend to stick. What starts small tends to carry forward.

On paper, an offer may make sense, but in reality, it can feel very different.Preparing for that gap is just as importan...
06/05/2026

On paper, an offer may make sense, but in reality, it can feel very different.

Preparing for that gap is just as important as preparing the numbers.

As your income rises, your financial life rarely becomes simpler.This is where financial advice becomes less about infor...
06/04/2026

As your income rises, your financial life rarely becomes simpler.

This is where financial advice becomes less about information and more about structure.

At a certain point, it’s not the amount of income that matters most, it’s how well everything around it is organized.

Summer tends to fill up fast.Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can b...
05/28/2026

Summer tends to fill up fast.

Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can be worth taking a quick look at a few financial items that are easy to overlook during busy seasons.

A mid-year check-in on things like your portfolio, tax planning, and estate details can keep everything current while it’s still fresh in your mind.

Then when summer actually arrives, you’re not thinking about paperwork you meant to revisit months ago.

When everything is working behind the scenes the way it should, you notice it less.Decisions feel clearer. Timing feels ...
05/26/2026

When everything is working behind the scenes the way it should, you notice it less.

Decisions feel clearer. Timing feels more intentional. There’s less second guessing.

That’s what it means for things to run smoothly.

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much p...
05/25/2026

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much possible.

Most people don’t reach out until something changes.A new job. A major purchase. A shift they didn’t expect.And by then,...
05/19/2026

Most people don’t reach out until something changes.

A new job. A major purchase. A shift they didn’t expect.

And by then, it often feels urgent.

We’re always here in those moments, but the real value comes from the conversations before they happen.

Staying in touch means fewer surprises and more clarity when decisions matter most.

Address

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

Telephone

+18086507263

Website

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