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 unsurpassed convenience, exclusivity, and the highest level of trust.
Schedule with us today to create the lifestyle you want and love - on your terms.
Pre-Retirees & Retirees
So much to do, so little time...or is there! Retirement planning isn't a daunting task for us. We love helping you look through our specialist lens to analyze and implement the best options for you and your family. We distill the complexity of retirement planning, investments, income planning, estate planning and more. Our systematic process allows you to feel 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 proven planning strategies to optimize your benefits. Don't just hope your retirement will work out in the future, work with us to ensure they do!
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.
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.