A complete list of active advisors currently associated with Shokohi Wealth Management Group LLC

Warmer can help you find a great advisor at Shokohi Wealth Management Group LLC or one who fits your needs even better.

Shokohi Wealth Management, LLC provides divorce-focused financial planning and related advisory services to individuals undergoing divorce, widowhood, retirement, or other family-status transitions. The firm works with clients and their attorneys on pre‑ and during‑divorce financial disclosures, settlement analysis, budgeting, and post‑divorce financial planning and monitoring. The firm emphasizes individualized, tax‑aware analyses and creative problem solving for complex settlement issues—such as treatment of stock options, valuation of closely held businesses, and after‑tax settlement comparisons—and tailors strategies to each client’s circumstances. Rather than charging percentage‑of‑assets fees, the adviser bills on an hourly basis and through bundled planning packages, and it does not take custody of client assets or exercise discretionary trading authority. Noteworthy for an investment‑manager‑category firm, the principal is also a registered representative of an unaffiliated broker‑dealer and may offer securities and insurance products through that arrangement, a relationship the brochure discloses as a potential source of commission compensation. The firm reported no assets under management at filing, maintains a Code of Ethics and information‑security program, and uses a paid consumer listing service for referrals; clients are not required to purchase recommended products through the broker‑dealer.

To learn more about the advisors currently working at Shokohi Wealth Management Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.