Honu Wealth Management is a financial planning firm based in Sunnyvale, CA, dedicated to helping individuals and families make informed decisions about their money. With a focus on three types of clients - wealth accumulators, those transitioning to retirement, and those looking to build a legacy - Honu Wealth provides comprehensive financial planning, investment advice, and wealth management services to ensure a secure financial future.
With a team of experienced professionals, Honu Wealth combines financial planning and investment advisory services into a single fixed annual fee, offering exceptional value to their clients. Their goal is to help individuals and families navigate significant financial events, manage their portfolios, and plan for the orderly transfer of wealth to future generations or charitable causes.
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