Miranda H M Oda

Feeling secure becomes increasingly difficult as people’s wealth and complexities grow, which could be magnified by a feeling of isolation as they find themselves with fewer trusted people to talk to. The joy and freedom they expect may become overshadowed by doubt and anxiety as they realize the more they have, the more they have to lose, impacting their life today and those of future generations. Successful clients I work with are do-ers and self-starters at heart, constantly striving towards what's next. They want to be able to experience and share all that life has to offer. They become dependent on their wealth to keep up with their lifestyle and their ever changing goals. They fear that making a mistake could put everything at risk. These aren't just worries about money. These are worries about life. 

Some financial institutions and advisors focus on just a portfolio rate of return. They fail to get to know their clients beyond their assets as they overlook their need for complete financial planning and security, which could leave unprotected gaps that put their clients’ financial and emotional well-being at risk. High net worth clients want more from their wealth management experience. 

You deserve someone who sees you as a person, and not just a portfolio. You deserve someone who cares and listens. Clients appreciate having a lasting, trusted relationship. We plan for what our clients want out of life, not just what they have on a balance sheet. Through a dynamic 360 life planning approach, I strive to understand all aspects of my clients’ lives, enabling me to provide customized planning toward them. This creates a deeper level of trust that helps clients enjoy their wealth and not worry. Planning often integrates risk management with investment strategies to help deliver better outcomes. I provide access to experts, specialists, and solutions ranging from retirement distribution strategies, tax mitigation, education funding, trusts, estate planning, and multigenerational planning, all meant to help maximize financial implications for today, tomorrow, and generations to come. Through personal attention, I help solve my clients’ challenges and give them true peace of mind by genuinely caring for them and their families.