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Masuda Lehrman Wealth
Masuda Lehrman Wealth LLC is a fee-only fiduciary financial advisory firm serving clients in Honolulu, Hawaii and virtually nationwide. It focuses on...
Overview
Masuda Lehrman Wealth LLC is a fee-only fiduciary financial advisory firm serving clients in Honolulu, Hawaii and virtually nationwide. It focuses on holistic retirement planning for Hawaii families retiring within five years, connecting income, investments, taxes, and estate planning into one strategy. Services include retirement income planning, investment management, estate planning and insurance review, Social Security and Medicare coordination, and tax planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Honolulu
Corporate office
Honolulu, HI, United States
Principals
Grant Masuda
Managing Partner
Paul Lehrman
Managing Partner
Sector focus
Frequently asked questions
How does Masuda Lehrman Wealth source real estate debt opportunities?
The firm originates senior and mezzanine loans secured by commercial and residential real estate, with an emphasis on Hawaii and West Coast markets. The principals leverage direct relationships with property owners, developers, and local intermediaries rather than relying on auction or intermediated deal flow.
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