Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and nationwide. The firm specializes in helping clients manage wealth responsibly, particularly those approaching or in retirement and inheriting or passing on wealth. Services include personalized financial planning, investment management, retirement strategies, estate planning, and tax guidance. Founder Daniel Masuda Lehrman, CFP®, CSLP®, brings over a decade of experience from leading financial institutions and is committed to providing unbiased, expert advice to help clients achieve their financial goals and create lasting legacies for future generations.
Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and nationwide. The firm specializes in helping clients manage wealth responsibly, particularly those approaching or in retirement and inheriting or passing on wealth. Services include personalized financial planning, investment management, retirement strategies, estate planning, and tax guidance.