Lasting relationships

Understanding what matters most to you

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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
    • AZ
    • CA
    • DC
    • DE
    • FL
    • HI
    • IL
    • LA
    • MD
    • MN
    • MO
    • NV
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      • Chartered Retirement Plans Specialist℠
      733 Bishop Street
      Suite 1600
      Honolulu, HI 96813
      daniel.shiu@ubs.com
      Daniel T. Shiu, CFP, ChFC, CRPS
      733 Bishop Street,Honolulu,HI,96813

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    UBS and Credit Suisse—stronger than ever

    Global Wealth Report 2024

    Crafted wealth intelligence

    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

    Gain additional insights into the trends shaping wealth in the US and around the world.

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