Network·Family Office

Honu Wealth Management

Unclaimed
Family Officehealthcare
honuwealth.com/

SEC CRD #801-132222

About

Honu Wealth Honu Wealth Management Skip to content Honu Wealth Helping people make good decisions about their money. Let Us Help You! Don't let finances rule you, manage finances Schedule a meeting We provide financial planning to three types of clients. Wealth Accumulators You may not yet have a lot of assets, but you are in an excellent paying profession and want to make sure you and your family have a secure financial future. Learn more Transitioning to Retirement If you are within 5 years of retirement (or change playing to planning) to change from a high stress high salary profession to one more aligned with your life goals and passion but that may not provide as much income). You have a number of key decisions to make; Can you afford to take the pay cut and still life the lifestyle you want? What benefits should you take from your employer and when? When to take social security? How to get and pay for medical insurance. Learn more Building a Legacy Long-term thinking for a lifetime of living. We can help you plan for the orderly transfer of your wealth to charity and/or future generations. Make sure you have a plan in case you need in-home or nursing care. Learn more Subscribe to our newsletters Get notified about new articles Email Address subscribe What makes us different Financial Planning We make sure that you are as prepared as possible for the significant financial events that occur during your life. Investment Advice You can continue to enjoy your life, secure in

Key Contact

GA

GARTH A. WILLIAMS

OWNER AND CHIEF COMPLIANCE OFFICER

📞 (650) 917-3400

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Geographic Focus

cupertinocalifornia

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AUM

$162M

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