Comprehensive Wealth Management

Holistic Wealth Management

Our world is changing. The need for an all-encompassing wealth management offering and coordination between all of your key contacts is more prevalent than ever. Holistic wealth management produces a more efficient process and enhances the client service experience.

A Holistic Approach

We help our clients to align and consolidate:

- Traditional Investments- stocks, bonds, cash alternatives
- Alternative Investments- hedge fund investments & strategies
- Insurance and Risk Assessment
- Annuity and Pension Income Strategies
- Liability Analysis- mortgages, pledged assets, business lending
- Estate Planning Strategies
- Tax Efficiency Evaluation

Comprehensive Wealth Management Services

At The Rand Group, we marry in-depth experience in financial planning and investment management, with third-party professionals and specialists’ knowledge for a successful wealth management plan. Our services include:

RETIREMENT PLANNING

FAMILY NEEDS PLANNING

CREDIT AND LENDING

INVESTMENT SERVICES AND PERSONAL INVESTING

BUSINESS SUCCESSION PLANNING

INSURANCE AND RISK MANAGMENT

ESTATE PLANNING

Learn More About The Rand Group

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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

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org