Client Stories

Within 1-5 years of Retirement

A couple within 1-5 years of retirement with $1M–$5M, who want a clear plan to make their savings last, optimize Social Security, minimize taxes, and retire with confidence.

Read their Story

Inherited Wealth

A widow who inherited significant wealth, needs help with getting organized, planning for the future, and is inexperienced with managing a sizable portfolio

Already Retired

A retired couple who wants to protect their nest egg, manage RMD and tax risks, and ensure they can cover future healthcare costs while leaving a meaningful legacy for their family.

Read their Story

The hypothetical scenarios presented are for illustrative purposes only and are designed to demonstrate the types of services that we could provide. These examples do not guarantee future performance or outcomes and do not constitute testimonials or endorsements. Advice and client experiences will vary based on individual circumstances, and outcomes are not guaranteed. You are encouraged to consult with your financial advisor to discuss your specific financial situation and goals.

Navigate the complexities of

investments.

retirement.

wealth.

inheritance.

I serve clients locally in Honolulu and virtually nationwide.

Most of my clients are Hawaii families who have saved $1M–$5M and want to know it's enough.

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Preview of The Retirement Income Blueprint — page 1: the 5 core concepts for turning savings into reliable retirement income

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The Retirement Income Blueprint

Turn your savings into a monthly paycheck you can’t outlive.

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Masuda Lehrman Wealth LLC is an investment adviser registered with the State of Hawaii. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients.