Tell Us Your Story.
Book a complimentary chat with a financial advisor to discuss where you are and where you’d like to be. We’ll reach out within 48 hours.
Life is full of crossroads.
The Rand Group finds you the best path, for your now and for your future.
Empower your ideas.
Nurturing your business growth is important, and so is safeguarding that success.
Taxes can be complex and confusing.
Find clarity and discover savings with our strategic tax solutions.
Retire on your terms.
Navigate toward your ideal retirement, let us guide your journey ahead.
Live the life you want.
We help women through every stage of their financial journey.
Who We Are
We are experienced financial advisors.
Our team is dedicated to helping individuals and families, small business owners, female investors, and corporate executives secure their future, without sacrificing their present.
Why Clients Reach Out
When life happens, you can call us.
The Rand Group’s trusted advisors support you from financial planning to financial goals, and all of life’s moments in between. We are with you every step of the way.
How We Succeed Together
Your unique needs come first.
By getting to know you and asking the right questions, we apply our knowledge and strategic point of view to create tailored wealth management solutions.
We believe in...
Engaging our clients in direct dialogue
Providing clients informed, objective, fact-based perspectives and advice
A team approach
Frequent communication
Managing risks, not returns
Long-term strategies and sticking to your guns
Client relationships that transcend portfolio management
Treating clients’ assets, and challenges, as if they were our own
Our services include:
Retirement Planning
Family Needs Planning
Credit & Lending
Estate Planning Services
Business Succession
Insurance & Risk Management
Investment Services & Personal Investing
Tax Efficiency Analysis
Paul Rand
Managing Director,
Partner
Joel Rand, CIMA®
Managing Director,
Partner
Sarah Minakary, CFP®
Managing Director,
Partner
25+
YEARS
Average Experience
The Rand Group is proud to be recognized for excellence by:
Forbes
2019-2024
Best-In-State Top Wealth Advisors
Forbes
2019, 2022-2024
Best-In-State Top Next-Gen Wealth Advisors
AdvisorHub
2023-2024
Advisors to Watch
News & Insights
The Rand Group partners share market news & insights, valuable resources, wealth management knowledge, and more on our blog.
They also host industry leaders for casual conversations about timely topics on the Invested podcast.
23 Corporate Plaza Drive, Suite 130
Newport Beach, CA 92660
Office: (949) 566-8326
1300 N. Holopono St., Suite 216
Kihei, HI 96753
Office: (808) 495-8000
Toll Free: (888) 546-4640
Fax: (800) 371-9547
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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