Financial planning tailored to your goals

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Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

Through our experience, we understand that our clients have six main concerns that we help each of them address:

  • Lifestyle Protection: We seek to provide our clients with the income and cash flow necessary to maintain their standard of living, whether they enjoy 10, 20, 30 years in retirement
  • Wealth Preservation & Accumulation: Preserving and growing the assets which they have worked so hard to accumulate
  • Minimizing Taxes: Ensuring that their portfolios are tax efficient and coordinating with their CPAs when necessary
  • Health Concerns: Addressing the risks of health issues and protecting their estate against costly medical bills
  • Legacy Planning: Setting their estate strategy up properly so that their ultimate wishes are carried out as they desire as well as coordinating with their attorneys to ensure execution is seamless
  • Simplify Life: We help simplify their finances, demystify the jargon, and explain to them what truly matters
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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Lori

    Lori Hamano, CPWA®, CEPA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • HI
    • ID
    • IL
    • MA
    • MD
    • OR
    • PA
    • TX
    • UT
    • WA

    Lori is a Certified Private Wealth Advisor® and Certified Exit Planning Advisor®. She was born and raised in Honolulu and is a graduate of Iolani School. She attended New York University and graduated with a degree in Economic Theory. Her experience includes portfolio management specializing in equity options and volatility arbitrage. She was a floor trader on the American Stock Exchange in New York and later worked for the proprietary trading company PEAK6 Investments in the Chicago Board of Trade. She obtained her investment licenses working in the Private Client Division at Oppenheimer & Co. in New York. She joined UBS in 2014 after spending four years building her practice at Morgan Stanley Wealth Management.

    She is on the board of the Kapahulu Community Center and is a sustainer in the Junior League of Honolulu. She is also co-founder of the PacLeaders Program at the Atherton YMCA which is a training program that prepares college students for workplace readiness. She has a passion for helping the development of students and is also a regular speaker at the Shidler School of Business at the University of Hawaii. She enjoys traveling and spending time with her family.

    CA License #0K33639

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Certified Exit Planning Advisor
      • Private Wealth Advisor
      • Portfolio Manager
      733 Bishop Street
      Suite 1600
      Honolulu, HI 96813
      lori.hamano@ubs.com
      Lori Hamano, CPWA®, CEPA®
      733 Bishop Street,Honolulu,HI,96813
    • Kyle

      Kyle Yoneshige, CFP, CPWA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • HI
      • ID
      • IL
      • MA
      • MD
      • OR
      • PA
      • TX
      • UT
      • WA

       

      Kyle is a Certified Financial Planner™, Certified Private Wealth Advisor®, and holds a Certified Public Accountant license. He was born and raised in Honolulu and is a graduate of Iolani School. He attended the University of Southern California where he obtained his bachelor and master’s degrees in four years. He started his career in the Los Angeles office of Deloitte & Touche where he serviced banks, real estate companies, non-profits, and asset managers in the firm's external audit practice. After earning his CPA license, he was an investment banking analyst at Financial Technology Partners in San Francisco handling corporate mergers and acquisitions and IPO consulting. He joined UBS in 2014 after spending four years building his Wealth Management practice at Morgan Stanley. 

      Kyle currently serves on the boards of University Health Partners of Hawaii, the Hawaii Estate Planning Council, and the Wai’alae School Foundation. He is a member of the Hawaii Society of Certified Public Accountants, the Hawaii Association of Public Accountants, and is regular guest speaker at the Shidler School of Business at the University of Hawaii. 

      CA License #0K34958

      • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • CERTIFIED FINANCIAL PLANNER™
        • Private Wealth Advisor
        • Portfolio Manager
        733 Bishop Street
        Suite 1600
        Honolulu, HI 96813
        kyle.yoneshige@ubs.com
        Kyle Yoneshige, CFP, CPWA
        733 Bishop Street,Honolulu,HI,96813

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