The Pacarro Group

OUR MISSION STATEMENT

Working to help you align your wealth with your values.

Our Story and Services

About Us

The Pacarro Group is a Hawaii-based, multi-generational wealth management team serving a select number of professionals, families, businesses, and non-profits. Our goal is simple: to serve as your trusted advisor, through every stage of life so that you can look to the future with anticipation rather than apprehension.  


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • 401(k) Rollovers
  • Endowments and Foundations
  • Financial Planning
  • Life Insurance
  • Long Term Care Insurance
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Retirement Planning
  • Sustainable Investing
  • Trust Services*

Working With You

Working With You

Our goal is to be an essential advisor to our clients by bringing our experience and a vast array of resources to the table.  While each relationship is unique, our style is reflective of three core principles:

Collaborative Approach: We rely on an interactive wealth planning process that begins with listening.  With a complete understanding of your current picture and future goals, together, we can agree on a concise plan of action.

Comprehensive Solutions: Our approach to investing is based on a clear philosophy, and is tied to your stated goals and plan. Working with your CPA and Attorney allows us to do our best work.

Personal Attention: An approach to service that demands the highest standards of accessibility, availability, and responsiveness.

Impact Investing

Impact Investing



Our Global Effort

“For us at Morgan Stanley, it is abundantly clear that the solutions to global challenges can only achieve the required scale if they can attract a critical mass of private capital. To this end, we’ve established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.”        

- James P. Gorman, Chairman and CEO, Morgan Stanley        



What is Impact Investing?

Click Here to view Noel discuss this during her recent appearance on Hawaii News Now.

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Dive Deeper

This article Sustainable Signals, shares new data from the individual investor about Impact Investing.  Read it to learn more about today's awareness, interest, and perceptions around sustainable investing.

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Location

Location

  • 733 Bishop St.
  • Suite 2800
  • Honolulu, HI 96813


    Meet The Pacarro Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact The Pacarro Group today.

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    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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