FAQs

At Kukui Tree Capital Management, we specialize in serving high net worth individuals, families, and executives who seek personalized financial guidance.

As a fiduciary firm, we are legally and ethically bound to put your best interests first—always. Our independent structure and disciplined approach mean every recommendation we make is designed to help you grow, protect, and enjoy your wealth with confidence.

Our investment philosophy centers on 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.

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.

We offer a full suite of comprehensive financial planning and investment management services, including:

• Financial Planning – Coordinated strategies for your life goals and long-term wealth
• Investment Planning & Asset Management – Custom portfolios designed for growth, diversification, and tax efficiency
• Tax Planning – Strategies to help you reduce liabilities and enhance after-tax returns
• Estate Planning – Protecting your legacy and ensuring your wealth transitions smoothly to future generations

Each service is designed to work together—creating a holistic financial picture tailored to your life and goals.

Our four-step process is designed to keep your wealth strategy aligned with your goals and evolving life.

1. Discover: We start by gaining a deep understanding of your priorities, goals, and financial aspirations through thoughtful questions and active listening.
2. Analyze: We review key documents—such as financial statements, tax returns, and estate plans—to assess your full financial picture and uncover opportunities.
3. Advise & Implement: We craft a tailored financial strategy and coordinate with your CPA, estate attorney, and other advisors to ensure a seamless, unified approach.
4. Monitor & Evolve: We continuously track your progress and make proactive updates as your life, tax laws, and market conditions change.

This ongoing, collaborative approach ensures your financial plan stays relevant, resilient, and goal-focused.

Being a fiduciary means we are legally obligated to act in your best interest at all times. Unlike some advisors who may receive commissions or incentives, we are an independent, fee-only advisory firm.

This ensures our advice is objective, transparent, and 100% aligned with your goals—not anyone else’s.

As a fee-only financial advisor, we charge a transparent fee based solely on the assets we manage on your behalf. This straightforward structure eliminates commissions and minimizes potential conflicts of interest, ensuring our success is directly tied to yours.

By aligning our compensation with your long-term results, we stay fully invested in helping you grow, protect, and enjoy your wealth with confidence.

Your investments are securely held by Charles Schwab, one of the nation’s most trusted custodians. Schwab provides institutional-level account protection, advanced reporting tools, and 24/7 account access.

While we manage your investment strategy, your accounts remain in your name and under your control at all times.

We take a proactive, year-round approach to tax planning, integrating it into every stage of your financial strategy.

From investment selection and portfolio structure to charitable giving and estate strategies, we identify ways to minimize tax drag and enhance after-tax returns.

We also collaborate directly with your CPA or tax attorney to ensure all aspects of your financial life are working efficiently together.

Getting started is simple. Schedule an introductory consultation with Warren Jackson, CFA®, to discuss your goals, challenges, and financial priorities.

This no-obligation conversation helps you understand our process, see how we work, and determine whether we’re the right fit.

You can reach out online, call our Palo Alto office, or send a message directly to begin your financial planning journey.