Honolulu’s CKW Financial Group joins national Envestnet network
- Jenna Blakely[1]
- General Assignment Reporter- Pacific Business News
- This email address is being protected from spambots. You need JavaScript enabled to view it.[2] | Twitter[3]
Honolulu-based wealth management firm CKW Financial Group has partnered with national wealth management provider Envestnet[4] to join a broader network that expands the local firm’s reach, the company said Friday.
Envestnet[5] is a service that helps to vet financial groups and services for its global clientele. As one of only 25 approved companies in the nation to join, CKW Financial Group[6] is now accessible to Envestnet’s international clientele spanning 5,000 investment firms.
“Being a part of Envestnet is like being a part of a trusted circle. For investors, it means that someone else has done all of the heavy lifting, reviewed and vetted the advisor you work with, so you know who you can trust and will deliver solid results,” CKW Principal Lynne Kinney[7] said in a statement.
Joining this network comes just four years after CKW Financial Group launched in Honolulu.
“The backing of a reputable and nationally recognizable platform like Envestnet allows us to continue to look forward and, more importantly, to leverage our time so we can focus on serving clients and the Hawaii community,” added Carl Choy[8], also a principal of the local firm.
Envestnet oversees more than $127 billion in total assets served and more than 909,000 investor accounts. CKW Financial Group[9] has more than $850 million in discretionary and non-discretionary assets.
References
- ^ Jenna Blakely (feeds.bizjournals.com)
- ^ This email address is being protected from spambots. You need JavaScript enabled to view it. (feeds.bizjournals.com)
- ^ Twitter (twitter.com)
- ^ Envestnet (www.bizjournals.com)
- ^ Envestnet (www.envestnet.com)
- ^ CKW Financial Group (www.ckwhawaii.com)
- ^ Lynne Kinney (feeds.bizjournals.com)
- ^ Carl Choy (feeds.bizjournals.com)
- ^ CKW Financial Group (www.bizjournals.com)