Kūpono Wealth Planning

Kūpono Wealth Planning Kūpono Wealth Planning is built on personal relationships and genuine care. Visit www.kuponowealth.com to learn more.

When you call, you’ll speak with people who know your name, your story, and what matters most to your family. Born and raised in New York City, Brandon Wallis started his career in Manhattan, but found his calling serving families on O‘ahu. After 20 years of helping clients navigate retirement, market volatility, and life’s transitions, he founded Kupono Wealth Planning to deliver the same high-qu

ality service with more flexibility and lower costs. We have a deep commitment to serving our Client ʻOhana and the community, where we live and work.

Major life changes don’t just shift your routine. They often change your financial picture as well.Buying a home, starti...
06/10/2026

Major life changes don’t just shift your routine. They often change your financial picture as well.

Buying a home, starting a family, or taking on a new opportunity can all come with tax implications that aren’t always obvious in the moment.

That’s why these moments are worth talking through.

Not after the fact, but as they’re happening, so decisions can be made with a clearer understanding of what comes next.

A quick conversation at the right time can make a meaningful difference.

Most financial habits aren’t built intentionally.They’re built gradually, as income grows and life gets busier.Spending ...
06/09/2026

Most financial habits aren’t built intentionally.

They’re built gradually, as income grows and life gets busier.

Spending adjusts. Priorities shift. Decisions get made without much time to think them through.

At first, it doesn’t feel like it matters.

But over time, those patterns tend to stick. What starts small tends to carry forward.

On paper, an offer may make sense, but in reality, it can feel very different.Preparing for that gap is just as importan...
06/05/2026

On paper, an offer may make sense, but in reality, it can feel very different.

Preparing for that gap is just as important as preparing the numbers.

As your income rises, your financial life rarely becomes simpler.This is where financial advice becomes less about infor...
06/04/2026

As your income rises, your financial life rarely becomes simpler.

This is where financial advice becomes less about information and more about structure.

At a certain point, it’s not the amount of income that matters most, it’s how well everything around it is organized.

Summer tends to fill up fast.Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can b...
05/28/2026

Summer tends to fill up fast.

Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can be worth taking a quick look at a few financial items that are easy to overlook during busy seasons.

A mid-year check-in on things like your portfolio, tax planning, and estate details can keep everything current while it’s still fresh in your mind.

Then when summer actually arrives, you’re not thinking about paperwork you meant to revisit months ago.

When everything is working behind the scenes the way it should, you notice it less.Decisions feel clearer. Timing feels ...
05/26/2026

When everything is working behind the scenes the way it should, you notice it less.

Decisions feel clearer. Timing feels more intentional. There’s less second guessing.

That’s what it means for things to run smoothly.

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much p...
05/25/2026

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much possible.

Most people don’t reach out until something changes.A new job. A major purchase. A shift they didn’t expect.And by then,...
05/19/2026

Most people don’t reach out until something changes.

A new job. A major purchase. A shift they didn’t expect.

And by then, it often feels urgent.

We’re always here in those moments, but the real value comes from the conversations before they happen.

Staying in touch means fewer surprises and more clarity when decisions matter most.

We’ve found that many people feel prepared for retirement, until they start thinking through how it will actually work.W...
05/13/2026

We’ve found that many people feel prepared for retirement, until they start thinking through how it will actually work.

When income begins, how it’s taxed, and how long it needs to last are not always straightforward.

If these are questions you’ve been meaning to revisit, it may be worth taking a closer look.

Understanding your finances should not depend on how familiar you are with the terminology.We have seen that the most co...
05/11/2026

Understanding your finances should not depend on how familiar you are with the terminology.

We have seen that the most confident decisions come from clarity, not complexity.

Part of our role is to translate the language, explain the “why,” and create space for questions that often go unasked.

In our experience, when you understand what you’re doing, you are able to approach decisions differently.

Address

95-720 Lanikuhana Avenue Suite 240
Mililani Town, HI
96789

Telephone

+18086507263

Website

Alerts

Be the first to know and let us send you an email when Kūpono Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kūpono Wealth Planning:

Shortcuts

Share

Category