INPAC Wealth Solutions

Finance · Hawaii, United States · 11-50 Employees

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Overview

Headquarters

17 Furneaux Ln Ste 203, Hilo, Hawaii, 96...

Phone Number

(808) 784-4000

Revenue

$5.2 Million

Industry

Finance Securities Trading Lending & Brokerage

About INPAC Wealth Solutions

INPAC WEALTH is an innovative financial planning firm serving clients in the Pacific, offering wealth management and financial planning services tailored for every stage of life. Their services include 1031 exchange options, charitable planned giving, and custom portfolio strategies aimed at helping individuals, families, businesses, and nonprofits achieve their financial goals. The firm is committed to a holistic approach to planning, focusing on both financial and mental growth. INPAC WEALTH serves a diverse clientele, including employees of Hawaiian Electric, members of various credit unions, real estate investors, and those seeking guidance through life transitions.Explore more
SIC Code 62,628NAICS Code 52,523Show more

INPAC Wealth Solutions Org Chart

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SC
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Chief Operating Officer

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WT
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Chief Operating Officer

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JK
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Wealth Advisor & Client Concierge

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Compare Similar Companies to INPAC Wealth Solutions

Compare insights from companies similar to INPAC Wealth Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

INPAC Wealth Solutions

$5.2M
11-50
Private
-
2013
SC
Suzanne CarlosChief Operating Officer
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
1-10
Private
-
-
KD
Kim DangDirector, Operations
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INPAC Wealth Solutions Tech Stack

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Frequently Asked Questions Regarding INPAC Wealth Solutions

What is INPAC Wealth Solutions's official website?
INPAC Wealth Solutions's official website is www.dreamplanlive.com
What is INPAC Wealth Solutions's Revenue?
INPAC Wealth Solutions's revenue is $5.2 Million
What is INPAC Wealth Solutions's SIC code?
INPAC Wealth Solutions's SIC: 62,628
What is INPAC Wealth Solutions's NAICS code?
INPAC Wealth Solutions's NAICS: 52,523
How many employees does INPAC Wealth Solutions have?
INPAC Wealth Solutions has 11-50 employees
What industry does INPAC Wealth Solutions belong to?
INPAC Wealth Solutions is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is INPAC Wealth Solutions competition?
INPAC Wealth Solutions top competitors include: Whalen Financial, Sterling Total Wealth Solutions
What technology does INPAC Wealth Solutions use?
Some of the popular technologies that INPAC Wealth Solutions uses are: Google Universal Analytics, Bitly, Smarsh, Google Font API
How do I contact INPAC Wealth Solutions?
INPAC Wealth Solutions contact info: Phone number: (808) 784-4000 Website: www.dreamplanlive.com
What does INPAC Wealth Solutions do?

INPAC WEALTH is an innovative financial planning firm serving clients in the Pacific, offering wealth management and financial planning services tailored for every stage of life. Their services include 1031 exchange options, charitable planned giving, and custom portfolio strategies aimed at helping individuals, families, businesses, and nonprofits... achieve their financial goals. The firm is committed to a holistic approach to planning, focusing on both financial and mental growth. INPAC WEALTH serves a diverse clientele, including employees of Hawaiian Electric, members of various credit unions, real estate investors, and those seeking guidance through life transitions.Read More

Is INPAC Wealth Solutions a public company?
INPAC Wealth Solutions is private company therefore does not currently have an official ticker symbol
See more information about INPAC Wealth Solutions

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