Lasting relationships

Understanding what matters most to you

Sailboat splashing in water

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Daniel T. Shiu Profile Photo

    Daniel T. Shiu, CFP, ChFC, CRPS

    Senior Vice President–Wealth Management

    Market Director

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    • AK
    • AL
    • AZ
    • CA
    • DC
    • DE
    • FL
    • HI
    • IN
    • LA
    • MA
    • MD
    • MN
    • NV
    • OR
    • PA
    • SC
    • TX
    • VA
    • WA
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      • Chartered Retirement Plans Specialist℠
      733 Bishop Street
      Suite 1600
      Honolulu, HI 96813

    Focus on liquidity management

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    Tree

    UBS and Credit Suisse—stronger than ever

    Legacy—Wealth for others

    For needs that go beyond your own—to help you improve the lives of others

    What will your legacy be?
    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

    Learn more at ubs.com/wealthway.

    Backed by the strength of UBS

    A global leader in wealth management

    $3.9 trillion

    In invested assets globally 
    As of 12/31/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager

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