Ohana Wealth Legacy is a full-service wealth management firm that helps individuals, families, and business owners pursue financial goals through personalized strategies designed to adapt as life changes. The firm emphasizes understanding each client’s circumstances, respecting existing assets, explaining available options, and providing clear recommendations. Its approach includes tracking progress toward stated goals and maintaining communication as clients move through different stages of life.

Ohana Wealth Legacy offers financial planning, wealth management, estate planning strategies, and risk management. It serves individuals and families, businesses, physicians, teachers, federal employees covered by FERS or CSRS, and nonprofit organizations. Its resources include educational materials, financial tools, surveys, and forms to support discovery and periodic reviews. The firm describes its work as a collaboration, bringing clients’ visions together with financial guidance to support informed decisions and long-term well-being. Ohana Wealth Legacy has offices in Pittsburgh, Pennsylvania, and Morgantown and Charleston, West Virginia. Clients can also access a client portal and customer support.