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 dollar is our currency, but it’s your problem.” -- John Connally, U.S. Treasury Secretary, 1971-1972 Third Quarter Recap Financial markets fell broadly after a roller-coaster summer. Equities rose sharply for the first several weeks of the quarter, but swooned...
The Rice Partnership's Chief Investment Officer, Orest Saikevych, discusses what we are doing in client portfolios during times of economic uncertainty and market volatility.
San Luis Obispo, CA – Ashley Wilken, Senior Wealth Manager with The Rice Partnership, has been selected as one of Pacific Coast Business Times 40 Under 40 Honorees, Class of 2022. According to the publication, nominees must be under 40 years old and have made...
“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