Shintani Wealth Management Services

Shintani Management

Investment management, education, and the confidence to know exactly what you can afford when your income is optimized.

What Is Wealth Management

Wealth management is the process of hiring a dedicated professional to guide you through all your ongoing financial decisions. While a financial plan helps you organize and establish your financial goals, wealth management is the service that helps you maintain and manage those goals, ensuring your financial strategies remain aligned with your evolving needs.

Next steps are easier to take when you have a pro in your back pocket.

“We found our dream home earlier than we anticipated.”

“How does our plan adjust with my new income?”

“The markets are down, and I’m really worried.”

“Should I leave my job before my RSUs vest?”

“It’s open enrollment, and I could use some guidance.”

“I got an unexpected tax bill—what should I do?”

Year-Round Support For Routine Maintenance & Life's Unexpected Moments

Let Shintani Wealth Management Services handle the heavy lifting while you enjoy the rewards of their efforts. Focus on living the life you want by leaving the details to us. Shintani Wealth Management Services offers a human-centered approach that helps you achieve greater financial success.

Goals-based investment management

We regularly rebalance and dollar-cost average your portfolio to keep you on track with the goals outlined in your Financial Plan. Additionally, we utilize tax loss harvesting to help minimize your tax burden.

Discover more about our investment philosophy.

Account consolidation

From lingering old 401(k)s to that credit card balance that never seems to go away, we simplify your entire financial life, ensuring your money works harder for you. It’s the essential groundwork needed to build on a solid financial foundation.

Year-Round Support For Routine Maintenance & Life's Unexpected Moments

Let Shintani Wealth Management Services handle the heavy lifting while you enjoy the rewards of their work. Live the life you desire by entrusting the details to us. Shintani Wealth Management Services offers a human-centered approach that empowers you to achieve greater financial success.

Answers to your one-off questions

Sometimes you need quick answers for impulse purchases or job negotiations. That’s where our close relationship comes in. With year-round access to your advisor, you can easily jump on a video call whenever you need to discuss anything.

Access to subject matter specialists

CPAs, attorneys, estate planners, mortgage specialists—you name it. If any aspect of your plan requires expertise beyond our scope, we connect you with one of our trusted specialists. Unlike other financial institutions, we don’t earn commissions from your work with them. They’ve consistently delivered great results for our clients.

Year-Round Support For Routine Maintenance & Life's Unexpected Moments

Let Shintani Wealth Management Services handle the heavy lifting while you enjoy the results of their efforts. Focus on living the life you desire by leaving the details to us. Shintani Wealth Management Services provides a personalized approach that helps you achieve greater financial success.

Annual Plan Update

As your life evolves, so do your goals. We include annual updates to recalibrate your investments to keep pace with these changes. Whether it’s promotions, children, buying a home, caring for a parent, or marriage, we’re here to support you with what matters most each year.

Access to your personalized dashboard

Our dashboard brings your Finaincial Plan to life, serving as a central hub for all your financial needs. It provides easy access to account balances, investment statements, and direct communication with your advisor—all in one convenient place.