Contact Us
Client Portal
Linkedin

reaching new heights
once thought impossible

We believe in building long-term relationships based on trust and transparency,
empowering our clients to make informed decisions about their financial future.
Contact Us

Welcome to Shintani Wealth Management Services, Inc.

Shintani Wealth Management Services, Inc. is dedicated to providing personalized financial advisory services focusing on client-centered strategies and holistic wealth management. Our firm prides itself on creating tailored financial plans that address the unique needs and aspirations of each client, ensuring they have the resources and knowledge to achieve their financial goals.
About Us

Services

At Shintani Wealth Management Services, Inc., we offer a comprehensive suite of services designed to address all aspects of your financial life. Our services include, but are not limited to:
Learn More
Concept of financial planning on gray wooden table

Financial Planning

View Detail
Retirement Plan Financial Investment Application Form Concept

Retirement Planning

View Detail
Investment

Investment
Strategies

View Detail
Closeup image of notebook with text TAX PLANNING and calendar on office desk.

Tax
Planning

View Detail
Calculator, money banknotes with text INCOME.

Income Strategies

View Detail
A lot coins in glass jar with yellow background. Saving for Education concept

College
Planning

View Detail
Estate planning concept image

Estate
Planning

View Detail
Insurance policy

Insurance
Reviews

View Detail
Man and woman solving finance things.
child money saving grandfather family coin senior grandchild bank piggybank finance
Young couple asian using laptop together while sitting on sofa at home

Client Focused

As a fiduciary, we cherish the liberty to meticulously choose financial products and solutions that best suit your unique goals and aspirations. Embracing our role as a fiduciary advisor, we are deeply committed to ensuring that every decision we make and every action we take is firmly rooted in your best interests. This steadfast dedication means that our advice and strategies are tailored exclusively for your benefit, with no competing priorities or conflicts of interest.

Our Process

Introductory Meeting

Define your goals, priorities, and preferences, and clarify your expectations.
Discovery & Strategy Session

Following our initial meeting, we will conduct a more detailed exploration of your situation.
In-Depth Planning

Providing a clear and actionable roadmap to guide you toward your goals
Continuous Support & Guidance
We’ll be here to adjust your plan as needed, ensuring it evolves with you.

We’re here to help you achieve your financial goals.

Please fill out the form, and we will get back to you
shortly.

Please enable JavaScript in your browser to complete this form.
Name

Information

OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Shintani Wealth Management Services represent the individual’s role with Shintani Wealth Management Services, Inc., and not their role with OneSeven. Services are provided under the name Shintani Wealth Management Services, a DBA of OneSeven.

Get In Touch

Linkedin

Copyright © 2024 Shintani Wealth Management Services, Inc.. All rights reserved.