We believe meaningful financial advice requires coordination. For many of the families we serve, decisions around investments, tax strategy, retirement income, risk management, and estate planning are interconnected. A thoughtful, team-based approach allows us to provide broader perspective and more comprehensive guidance in an increasingly complex financial world.
No one strategy fits everyone. That is why every client relationship begins with understanding — your goals, your priorities, your concerns, and the legacy you hope to build.
From planning to implementation to ongoing oversight, we take a proactive and disciplined approach. As life evolves, so does your plan. We continually monitor, adjust, and refine strategies to ensure they remain aligned with your long-term vision.
Serving our clients is more than a profession. It is a responsibility we carry with intention — and a commitment to our Ohana.
Alison Mcclure
Founder, Financial Advisor
831-216-5529
alison@ohanawealthmanagement.net
Alison brings seasoned perspective and steady leadership to individuals and families navigating complex financial decisions. Helping women navigatge retirement on their own-without doubt, pressure, or fear of getting it wrong.
Robert Baldacci
Partner, Financial Advisor
831-216-5529
robert@ohanawealthmanagement.net
With more than two decades of experience in financial services, Robert Baldacci provides seasoned guidance to affluent individuals and families approaching or entering retirement. Since beginning his career in...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.