Pulse Wave Private Wealth is a Honolulu-based advisory firm focused on helping individuals, families and businesses make informed financial decisions. Its approach combines disciplined planning, analytical insight and personalized guidance, beginning with an understanding of each client’s goals and circumstances. The firm works with families and individuals, corporate executives, business owners, corporate retirement plans and people experiencing sudden wealth.

Services include comprehensive financial planning, investment and portfolio management, risk management, business planning, corporate retirement plan consulting, and banking and lending solutions. The team builds and monitors diversified portfolios tailored to client needs, while helping clients assess financial risks and plan for potential challenges. Business planning addresses important transitions, such as selling a company or passing it to an heir. Banking and lending solutions include cash strategies through Raymond James and lending options through Raymond James Bank. Pulse Wave also offers investment banking capabilities through Raymond James, supporting businesses at different stages of their development.