Kula Investment Management Group is a team of dedicated and caring professionals who work with affluent families providing multi-generational wealth planning, including retirement, philanthropy, and portfolio management strategies.

Welcome to our website. Thank you for taking the time to get to know us a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one’s financial life. We believe that a client’s investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan.