$1.2+
billion in capital managed*
The Apriem Way
Our financial advisement services go beyond the portfolio and into the personal. We work with our clients one-on-one, emphasizing the importance of giving purpose to their money and instilling their values in the next generation.
Here you are our “Ohana” or family and our foremost focus is and will always be on overall family financial planning. As fiduciaries, our goal is to provide you with recommendations and advice that prioritize your well-being above all else.
Our Services
Setting Your Family Up For Multigenerational Success
Covering a spectrum of issues, our wealth management team will create a long-term financial plan to help ensure your families continued financial success that can be passed from generation to generation.
Setting your family up for multigenerational financial success
Our wealth management team will create a long-term financial plan to help ensure your families continued financial success that can be passed from generation to generation.
The Apriem Difference
Apriem Advisors
Women of Wisdom
Empowering, Educating, and Encouraging Women
Apriem Advisors Women of Wisdom is a movement dedicated to uplifting and inspiring women by providing them with the tools to succeed in all areas of life. It is our mission to provide women with the tools, knowledge, and support they need to excel in managing their finances with confidence and clarity!
Values Over Valuables
Achieve Your Family’s Vision Of A Lasting Legacy
Co-Founder, and now Amazon Best Selling Author, Harmon Kong wrote Values Over Valuables in an effort to help others learn how to align their wealth with their family values; daring you to live the life money can’t buy.
Harmon believes that true wealth extends beyond financial assets—it encompasses the values, traditions, and relationships that define your family.
This book is not an offer of Apriem’s investment services, nor is it intended to provide investment advice to any individual. While the author is the majority owner of Apriem and an advisory affiliate, this book is a separate endeavor, and its content and proceeds are independent of Apriem and its advisory services.
