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
    • AZ
    • CA
    • DC
    • DE
    • FL
    • HI
    • IL
    • LA
    • MD
    • MN
    • MO
    • 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.
    • Forbes Best-in-State Wealth Management Teams, 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.

      • 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

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • FL
      • HI
      • LA
      • MD
      • MN
      • 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.

      • Forbes Best-in-State Wealth Management Teams, 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.

          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
          • IL
          • 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
              • 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
                    • HI
                    • LA
                    • 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.

                    • Forbes Best-in-State Wealth Management Teams, 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.

                        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

                      Can I invest sustainably across my portfolio?

                      Consider prioritizing SI portfolio alignment

                      The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. At UBS, we view a widening breadth of SI vehicles as an opportunity to deepen exposure.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $5+ trillion

                      In invested assets globally 
                      As of 11/07/2023

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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