top of page

Lifestyle Wealth Management is an independent, fee-based firm that adheres to the fiduciary standard. We help our clients create customized plans designed to help you enjoy retirement with predictable income to support your lifestyle. Our ultimate goal is to help you optimize, secure and maintain financial strategies that work for YOU.

What We Do: Welcome

As Featured In

msn money.jpg
MRF 3_edited.jpg
What We Do: News

Who We Serve

Lifestyle Wealth Management offers customized wealth and retirement planning services.  Our turn-key processes are fully customizable and designed for those who value convenience, exclusivity and ongoing planning support.  

Schedule with us today to start planning the lifestyle you want and love - on your terms.

Young Family
Loving Couple
US government building

Under 40

We love educating young, growing professionals and helping strategize for the opportunities and obstacles ahead. Everyone's lifestyle is unique, so the approach and plan should be too. Let's create an action plan together that's designed for your current and future lifestyle needs!

Pre-Retirees & Retirees

So much to do, so little time...or is there! Retirement planning isn't a daunting task for us. We help to analyze and implement the right options for you and your family. We can also help distill the complexity of retirement planning, investments, insurance, income planning, estate planning strategies and more. Our systematic process helps you feel more confident for the road ahead.

State & Federal Employees

One of our specialties and passions is serving federal and state employees. The sea of information out there can be overwhelming, so we're here to help you narrow down your options by providing time-tested planning strategies designed to optimize your benefits. Don't just hope your retirement will work out in the future, let's create a plan designed to offer you a better chance of retirement success.

What We Do: Services

Meet the Founder

Dan Cronin is the Founder of Lifestyle Wealth Management. His mission is to help families create and optimize a plan for their financial future and identify strategies and investments to help improve retirement readiness. When working with Dan, his goal is to help break down the often-complex process of long term planning and investing into actionable, easy-to-understand steps.  Dan is an advisory representative with a Series 66 qualifying registration and is also life insurance licensed. He is fluent in annuities, long-term care strategies, federal employee benefits, and socially responsible investing. Out of the office Dan enjoys camping, fishing, skiing, snorkeling, playing guitar, and spending time with his family and friends and his wife Renée and son Callum.

What We Do: About


For any inquiries or to schedule an appointment, please provide your contact information, call or email us.

Main office located in Kailua, Hawaii. Serving all of the United States.

(808) 206-9123

  • Facebook
  • LinkedIn

We'll contact you soon!

What We Do: Contact
bottom of page