The power of investing now

Get your financial future on track

Miyamasu Shiu Wealth Consulting Group

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Architect at drawing table

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.

  • Daniel Shiu Headshot

    Daniel Shiu, CFP®, ChFC®, CRPS®, CEPA

    Senior Vice President–Wealth Management

    Market Director

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    • AK
    • AL
    • AZ
    • CA
    • DC
    • DE
    • FL
    • HI
    • IN
    • LA
    • MA
    • MD
    • MN
    • NV
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA

    Dan works in a consultative role with business owners to strategically utilize their profits to consistently invest and achieve long term goals. Having achieved the designation of Certified Financial Planner (CFP), Dan specializes in strategic planning for business owners to help their business grow through personalized, proactive, and customized advice by means of investment plan design. He utilizes 401(k) programs, defined contribution plans, and qualified retirement plans for local businesses. He continues to expand his knowledge base with educational programs in the areas of retirement planning, income and estate taxes, investments, and insurance, gaining additional certifications as a Chartered Financial Consultant (ChFC), Chartered Retirement Plans Specialist (CRPS), and Certified Exit Planning Advisor (CEPA). 

    CA Insurance License Number OI54711

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 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.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      • Chartered Retirement Plans Specialist℠
      Retirement Plan consulting
      Multi-generational families
      Business owners
      733 Bishop Street
      Suite 1600
      Honolulu, HI 96813
    • John Miyamasu Headshot

      John M. Miyamasu

      First Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • LA
      • MA
      • MD
      • MN
      • NH
      • NV
      • OR
      • TX
      • WA

      With over 50 years of investment experience, John participates in our Investment Committee. He oversees investment policies, advisor selection, strategy, and fund performance for our team’s clients.

            Investing
            Custom portfolios
            Asset allocation
            733 Bishop Street
            Suite 1600
            Honolulu, HI 96813
          • Keith Kawamoto Headshot

            Keith Kawamoto, CFP

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • FL
            • HI
            • MD
            • NV
            • OR
            • TX
            • WA

            With over 23 years of investment experience, Keith is a Certified Financial Planner (CFP) that coordinates our 401(k) and other qualified plan operations for our institutional clients. Keith is responsible for creating customized holistic financial plans along with providing clients with ongoing support and services. He specializes in trading operations and investment plan implementation.

                • CERTIFIED FINANCIAL PLANNER™
                Legacy planning
                Retirement planning
                401(k) plan services
                733 Bishop Street
                Suite 1600
                Honolulu, HI 96813
              • Tracy Nakashima Headshot

                Tracy Nakashima

                Associate Director

                Senior Wealth Strategy Associate

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                • CA
                • DC
                • DE
                • FL
                • HI
                • IN
                • MD
                • NV
                • OR
                • PA
                • SC
                • TX
                • VA
                • WA

                Tracy has over 25 years of experience in the financial industry and has been with UBS Financial Services for the last 15 years as an Associate Director, Senior Wealth Strategy Associate. Tracy designs investment portfolios as a member of our team’s Investment Committee. With his Gerontology background specializing in the biology and economics of aging, he hedges risk for our clients through insurance and alternative investments as he helps clients navigate through the process of retirement and aging.

                      733 Bishop Street
                      Suite 1600
                      Honolulu, HI 96813
                    • Jenny Do Headshot

                      Jenny Do

                      Financial Advisor

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                      • AK
                      • AZ
                      • CA
                      • FL
                      • HI
                      • LA
                      • MA
                      • MD
                      • MN
                      • MO
                      • NV
                      • OR
                      • TX
                      • WA

                      Jenny supports our multi-generational family clients from young adults to retirees. Through families’ life cycle, she believes that their investments should be consistent with the causes, issues and beliefs that are important to them by developing a value-based investment strategy that helps clients pursue their financial goals. For working clients, she helps them establish and enhance their online profiles and consult businesses on branding to express positive qualities to distinguish them from their competition. She hosts various experiences that create opportunities for our clients to engage with likeminded people through their transition to retirement.

                            Philanthropy
                            Sustainable investing
                            Retirement Plan consulting
                            733 Bishop Street
                            Suite 1600
                            Honolulu, HI 96813

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                          Tree

                          UBS and Credit Suisse—stronger than ever

                          Our Philosophy

                          Our Philosophy

                          Sustainability matters

                          Seek returns and drive change through sustainable investing

                          Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $3.9 trillion

                          In invested assets globally 
                          As of 12/31/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

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