Personalized. Wealth. Management.
Client Directed Strategic
With headquarters on Oahu and expanded locations in Maui and California, Bonnie Rice and her team have been trusted wealth advisors for individuals and families, foundations and endowments for over 30 years.
Today, The Rice Partnership continues to offer a very personal and responsive approach to wealth management. We pride ourselves on taking the time to understand our clients’ needs and priorities, aligning assets and investments to meet tax, trust, estate, philanthropic and family office objectives.
Simply put, our goals are to grow assets and provide exceptional peace of mind. In many cases, we also provide a roadmap for those who want to generate a family legacy, which could extend over multiple generations.
The Rice Partnership is pleased to announce that Senior Wealth Manager Ashley Wilken was recently awarded the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association. “Earning the CTFA certification validates...
The San Luis Obispo County Family-Friendly Workplace has named The Rice Partnership as one of its 2023 third round award recipients. The wealth management firm achieved the top Blue Diamond “Change Makers” level, the highest family-friendly practices category for...
For the second year in a row, Honolulu-based The Rice Partnership has been named “Top Grower in Hawaii” in CityWire RIA’s annual 50 Growers Across America report. CityWire RIA looked at the latest data from Registered Investment Advisors (RIAs) across the country to...
“Investment is a dynamic and ongoing process. We provide a strategic, integrated blueprint, then use the full resources of the firm to grow and protect assets.”
1099 Alakea Street, Suite 2510
Honolulu, HI 96813
444 Hana Highway, Suite 203
Kahului, HI 96732
1304 Santa Rosa St
San Luis Obispo, CA 93401