Ohana Wealth Legacy jobs and careers

About Ohana Wealth Legacy

Our Principle: Rooted in the concept of "Ohana" (family), we prioritize building lasting relationships based on trust and integrity. Our Mission: To deliver personalized financial strategies that drive growth and help ensure security for individuals, executives, and businesses. Our Services: o Wealth Management: Tailored investment strategies, estate planning strategies, and tax efficient investing to preserve and accumulate wealth. o Financial Planning Services: Customized approaches to budgeting, savings, retirement planning, and risk management for achieving financial objectives. o Investment Advisory : Experienced guidance on helping clients with their portfolio diversification and market analysis to optimize returns while managing risk. o Retirement Planning: Strategies for financial security in retirement through pension plans, 401(k) management, and annuities. o Risk Management and Insurance: Protection of assets and income against unforeseen events. o Estate Planning Strategies: Working with your attorney and professionals for efficient asset transfer and tax minimization. • Our Commitment: To foster long-term relationships with clients, embracing the shared value of family. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Ohana Wealth Legacy is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC(NY, NY 212-314-4600),member FINRA,SIPC.ImportantInformation&Disclosures:AGE- 7742687.2(3/24)(EXP 3/29)