About Us
At Kukui Tree Capital Management, we provide fiduciary financial guidance for high-net-worth individuals, families, and executives. We develop personalized strategies that help you navigate complex decisions, preserve and grow wealth, and ensure your financial resources are aligned and working together to achieve your goals.
Our Philosophy
We build custom investment portfolios using evidence-based public equity exposure and private market opportunities. Our disciplined approach focuses on long-term results over short-term trends, fostering tax-efficient growth that helps build and protect your wealth.
Our Process
Our four-step process—Discover, Analyze, Advise & Implement, Monitor & Evolve—keeps your financial plan aligned with your goals. We start by listening, then collaborate with you to design a strategy built around your priorities. We monitor and refine your plan to adapt as markets, opportunities, and life evolve.
Meet our team
Warren Jackson, CFA®
President, Senior Advisor
Warren leads with a distinct blend of passion, expertise, and an unwavering commitment to making a positive impact in the lives of his clients and his community. As founder and CEO of Kukui Tree Capital Management, he is committed to offering unbiased financial guidance. Warren has nearly two decades of experience advising high-net-worth individuals, families, and small businesses on a variety of financial planning and investment management matters.
Client-First Philosophy
Our firm is built on the belief that open, transparent, and client-centered relationships build lasting success. We listen first to truly understand your needs, then tailor our advice to your unique set of priorities and goals, delivering exceptional service each step of the way.
Let's plan your financial path.
Fiduciary Duty
As fiduciaries, we prioritize your interests above all else, managing your wealth with integrity, transparency, and diligence. Our commitment extends beyond compliance, actively seeking the best opportunities to boost your financial security and growth potential.
Fee-only
As a fee-only financial advisor, we charge a fee only on assets under management. This compensation structure aligns our interests with yours, minimizing potential conflicts and ensuring we’re fully invested in your financial success.
Comprehensive
The Chartered Financial Analyst® (CFA®) designation is a mark of excellence in financial expertise, ethics, and education. This distinction helps position us to navigate complex financial scenarios, strategically guiding you toward achieving your goals.
Independent
As a fully independent firm, we’re free to provide personalized, objective advice, unswayed by external affiliations. Our autonomy ensures we’re accountable only to our clients, allowing us to focus exclusively on your financial well-being.
FAQ
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What makes Kukui Tree Capital Management different from other financial advisors?
At Kukui Tree Capital Management, we specialize in serving high net worth individuals, families, and executives who seek personalized, evidence-based financial guidance.
As a fiduciary firm, we are legally and ethically bound to put your best interests first—always. Our independent structure and disciplined, research-driven approach mean every recommendation we make is designed to help you grow, protect, and enjoy your wealth with confidence.
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What is your investment philosophy?
Our investment philosophy centers on evidence-based strategies, prudent risk management, and tax-efficient investing. We focus on long-term growth—not short-term speculation—using globally diversified portfolios tailored to your goals and comfort with risk.
Every investment plan we create is built to help you achieve consistent results through changing market conditions while minimizing unnecessary costs and taxes.
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Who do you typically work with?
We primarily serve high net worth individuals, families, and corporate executives who value a thoughtful, integrated approach to wealth management. Many of our clients are seeking clarity around retirement readiness, multi-generational wealth transfer, tax-efficient investing, and legacy planning.
If you’re looking for a trusted partner to coordinate your financial, tax, and estate strategies, we’re here to help.