Broker Check

Financial Planning & Wealth Management

We understand that each client we work with has their own set of financial challenges and goals. Our advisors are qualified to help you evaluate your retirement needs, create a plan to reach your goals and help you to stay on track to achieve them.  

As independent financial advisors, we have the freedom to run our business how we believe it will best serve our clients. We choose to be an independent company so our advisors can focus on you, your investments and your needs. We look forward to partnering with you. 


Our Services

Wealth management and financial planning services in your best interest. See how we are different. 

Learn more

Our Story

Our firm was founded on the values of helping others. Learn more about who we are.

Learn more

Meet the Team

We build trusted relationships that span generations.

Learn more


The Krellwitz, Kurimoto & Associates Standard

CFPOur business model focuses on comprehensive financial planning services and unbiased investment advice. Unlike stockbrokers, who do not have a fiduciary duty to act in the client’s best interest, CFP® holders are held to certain fiduciary responsibilities. As CERTIFIED FINANCIAL PLANNER™ Professionals, we are held to strict ethical standards to ensure financial planning recommendations are in your best interest. It is our hope that you feel confident knowing that with a CFP® professional, you’re receiving the highest standard of financial planning service. We are honored to work with you towards your financial goals.