Milestone Wealth Management

Guiding You Through Life’s Milestones

 Let’s get there, together.

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What makes Milestone Wealth Management different?

Since the beginning, Milestone Wealth has always been about taking a journey with our clients, one milestone after another throughout their lives. The journey may lead to different places for different clients, depending on their financial and retirement goals. We want to know your story, where you’ve been and then where you want to go. Let’s get there, together.

Holistic Planning for Your Retirement Future

Depending on your financial and retirement goals, clients may need one or several services. We offer a variety of financial, retirement and insurance services so our clients have one-stop access. It also makes it easier to create a holistic plan, helping to ensure all aspects work in harmony. 

Retirement Income Planning

Asset Protection Strategies

Long-Term Care Strategies

Tax-Efficient Strategies

Life Insurance

IRA Legacy Planning

Charitable Giving

Business Solutions

See How We Can Help

Let’s get there, together. 

At Milestone Wealth Management, we help guide clients with our three-step process. Together, it keeps us on track so we can achieve the milestones that are most important to you.

1. Discover

You talk and we listen to your story. Where have you been? Where do you want to go?

2. Evaluate

We look at what you have been doing, what is working and what might need to be modified.

3. Plan

We put a plan in place that is designed to meet your goals, or life milestones, and adjust as needed.

Our Team

Our team is passionate about helping individuals & families achieve their ideal retirement future and supporting their local community.

Photo of Caine Nakata

Caine Nakata

Co-Founder

Meet Caine
Photo of Jasmyn Nakata

Jasmyn Nakata

Co-Founder

Meet Jasmyn
Photo of Corey Dobashi and his wife Mary

Corey Dobashi

Licensed Insurance Professional

Meet Corey
Photo of Travis Tazawa

Travis Tazawa, CFP®

Wealth Manager

Meet Travis

Is your retirement looking more like a mirage and less like a well-defined dream? 

Download your complimentary copy of “Don’t Let Your Retirement Drift Away” where Caine and Jasmyn Nakata share their knowledge on ensuring you never find yourself driving in retirement.

Download Now
Don't Let Your Retirement Drift Away by Caine and Jasmyn Nakata, Financial Guidance to Keep Your Dreams on Course
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