Kūpono Wealth Planning

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Kūpono Wealth Planning Kūpono Wealth Planning is built on personal relationships and genuine care. Visit www.kuponowealth.com to learn more.

When you call, you’ll speak with people who know your name, your story, and what matters most to your family. Born and raised in New York City, Brandon Wallis started his career in Manhattan, but found his calling serving families on O‘ahu. After 20 years of helping clients navigate retirement, market volatility, and life’s transitions, he founded Kupono Wealth Planning to deliver the same high-quality service with more flexibility and lower costs. We have a deep commitment to serving our Client ʻOhana and the community, where we live and work.

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?Maybe it’s giv...
10/16/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it’s giving a student an opportunity they otherwise wouldn’t have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

Some future expenses are easier to plan for because you know roughly when they’re coming.That’s where a bond ladder may ...
10/13/2026

Some future expenses are easier to plan for because you know roughly when they’re coming.

That’s where a bond ladder may come into the conversation.

By staggering bond maturities across different dates, investors can create a schedule where portions of the portfolio mature at different times, potentially providing funds for future needs while the remaining bonds stay invested.

Like any investment strategy, the right structure depends on your goals, timeline, and broader portfolio.

Sometimes knowing when you'll need the money can help shape how you invest it today.

The new role looks great. The compensation is compelling. You’re ready for what’s next.Before you say yes, take a close ...
10/09/2026

The new role looks great. The compensation is compelling. You’re ready for what’s next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/07/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/06/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what’s changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that’s a conversation we’re here to help you navigate.

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change...
10/05/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

Have you ever thought through a financial decision so many times that you’re no longer sure what you think?You’ve run th...
10/02/2026

Have you ever thought through a financial decision so many times that you’re no longer sure what you think?

You’ve run the scenarios. Read the articles. Talked it over at home. Maybe you’ve even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don’t need more information. You need the space to sort through what you already know and determine what matters most.

That’s where a thoughtful conversation can help.

We've found that people don't usually schedule a meeting because they want to review their investments.They schedule a m...
09/30/2026

We've found that people don't usually schedule a meeting because they want to review their investments.

They schedule a meeting because something in life has changed.

A new opportunity.

A growing family.

An aging parent.

A career milestone.

Those moments are often exciting, sometimes overwhelming, and almost always worth talking through.

That's why we believe some of the strongest financial plans aren't built to stay the same. They're built to adapt as your life does.

We're invested in the people, families, and businesses that make this community what it is.That means we're here for mor...
09/29/2026

We're invested in the people, families, and businesses that make this community what it is.

That means we're here for more than annual reviews or major financial decisions. We're here to answer questions, celebrate milestones, think through challenges, and help provide perspective when life gets complicated.

Whether you're planning for something exciting or navigating something unexpected, know that you don't have to figure it out alone.

We're grateful to be part of this community and proud to serve it every day.

It's amazing how much space one unanswered financial question can take up in your mind.You might only think about it for...
09/28/2026

It's amazing how much space one unanswered financial question can take up in your mind.

You might only think about it for a few minutes at a time.

Driving to work. Lying awake at night. Paying the bills. Having coffee on a Saturday morning.

But those few minutes have a way of adding up.

You don't have to have everything figured out before starting the conversation. Sometimes bringing a question into the open is the first step toward feeling lighter.

Address

95-720 Lanikuhana Avenue Suite 240
Mililani Town, HI
96789

Telephone

+18086507263

Website

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