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.
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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.
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.
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.
Contact
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