Honolulu, HI Office
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Pinkerton Wealth Partners
Team
Firm-wide stats for Pinkerton Wealth Partners
About
Pinkerton Wealth, LLC serves individuals, high‑net‑worth families, foundations, endowments, pension and profit‑sharing plans, and other institutional clients. The firm provides discretionary and non‑discretionary asset management through its Pinkerton Investment Platform (PIP), written and ongoing financial planning, estate‑planning coordination via a third‑party provider (Wealth.com), and ERISA/401(k) consulting and fiduciary services.
PW describes a customized, disciplined, formula‑driven investment process it calls “Advance and Protect,” combining technical, quantitative, and fundamental analysis to employ active, passive, and tactical strategies. The firm offers about 70 model strategies, may allocate client assets to model portfolios managed by its affiliate True Freedom, LLC, and discloses use of tactical cash management, option strategies, and separate model/sub‑adviser disclosures and fee line items on client statements.
The brochure highlights several features that are less common among similar team firms: PW operates multiple offices and sponsors educational seminars and client conferences, it maintains affiliated businesses that provide model management and subscription research (True Freedom, LLC and Sherman Research, LLC), and some representatives sell insurance on a commission basis through affiliated commission entities. The firm also discloses the presentation of model performance and custodial institutional program arrangements and identifies these affiliations and revenue sources as potential conflicts that are disclosed to clients.
Based on Pinkerton Wealth Partners
Expertise
Based on Pinkerton Wealth Partners
Location
1003 Bishop St, Suitte 2620
Honolulu HI 96813
Advisors at this office
3
Advisors at this office
Hans M
Series 63, Series 65
Honolulu, HI
Pinkerton Wealth Partners
Hans Medina is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Shiraishi Financial Group Advisors and Cetra Investment Services, LLC. Medina is based in Honolulu, HI. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process called “Advance and Protect,” utilizing a combination of active, passive, and tactical strategies across approximately 70 model portfolios.
Sheri C
Series 66
Honolulu, HI
Pinkerton Wealth Partners
Sheri Cabral is a financial advisor at Pinkerton Wealth Partners in Honolulu, HI, holding a Series 66 credential with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors and Private Client Services, LLC, and serves as president of the board for Parent Participation Nursery School, where she is involved in decision-making related to the school’s operations, finances, and human resources. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients through discretionary and non-discretionary asset management, financial planning, estate-planning coordination, and ERISA/401(k) consulting. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.
Clifford R
CFP®, Series 63, Series 65
Honolulu, HI
Pinkerton Wealth Partners
Clifford Robello is a CFP® with 39 years of industry experience, currently serving at Pinkerton Wealth Partners. He previously worked at Cambridge Investment Research Advisors and has held senior advisory roles at CRM Financial Advisors, where he is CEO. Robello is also an author of "Retire Like a Shark" and serves on the advisory board for the National Christian Foundation's Hawaii chapter. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.
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