The Rice Partnership reposted this
Watch Now: The Rice Partnership’s Chief Investment Officer, Orest Saikevych, discusses the upcoming presidential election and how it may affect markets.
The Rice Partnership
Financial Services
Honolulu, Hawaii 124 followers
Our goal is to simplify lives and enhance peace of mind as clients envision and implement family legacy planning.
About us
For over 30 years, Bonnie Rice and her management team have been trusted wealth advisors for individuals and families, as well as for foundations and endowments throughout Hawaii and the mainland. The Rice Partnership prides itself on taking a very personal and responsive approach to wealth management, providing customized solutions tailored to fit our clients’ needs. It is a holistic approach that seamlessly integrates asset allocation and diversified investment portfolios with tax, trust, estate, philanthropic and family office objectives. Overall, the goal is to simplify our clients’ lives, and enhance peace of mind. We also guide clients as they envision and implement family legacy, which may extend over many generations.
- Website
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http://www.thericepartnership.com/
External link for The Rice Partnership
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Honolulu, Hawaii
- Type
- Partnership
- Founded
- 2005
- Specialties
- Wealth Management, Financial Planning, Family Office Services, Advisory Services, Asset Management, Core Portfolio Investment, Trust Administration, Education Investment, Investment Management, Stocks, Municipal Bonds, and Equities
Locations
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Primary
Get directions
1099 Alakea St
Honolulu, Hawaii 96813, US
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Get directions
444 Hana Hwy
Hana, Hawaii 96713, US
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Get directions
1304 Santa Rosa St
San Luis Obispo, California 93401, US
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Get directions
104 Gateway Center Dr
C
Paso Robles, California 93446, US
Employees at The Rice Partnership
Updates
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Watch Now: The Rice Partnership’s Chief Investment Officer, Orest Saikevych, discusses the upcoming presidential election and how it may affect markets.
The Rice Partnership Market Update May 2024: Election Preview - The Rice Partnership
https://thericepartnership.com
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ASHLEY WILKEN PROMOTED TO PARTNER AT THE RICE PARTNERSHIP The Rice Partnership is pleased to announce that Senior Wealth Manager Ashley Wilken has been named a partner at the Honolulu-based wealth management firm with offices in Hawaii and California. Wilken is currently in charge of the firm’s two offices in San Luis Obispo and Paso Robles. “Ashley not only spearheaded the opening of our first California office in 2018, she has done an outstanding job building strong relationships within the greater Central Coast community, as well as among our Hawaii clientele,” principal Bonnie Rice said. Wilken worked as a commercial and agricultural lender in San Luis Obispo County after graduating from Cal Poly where she earned an MBA and a degree in Agribusiness. She is a CERTIFIED FINANCIAL PLANNERTM, Certified Trust and Fiduciary Advisor (CTFA) and NFLPA Registered Player Financial Advisor.
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Check out our latest Market Update Video where our own Chief Investment Officer, Orest Saikevych, discusses the economy and markets in 2024, the outlook on interest rates, and the probability of a pending recession.
The Rice Partnership Market Update March 2024: Are Recession Fears Behind Us? - The Rice Partnership
https://thericepartnership.com
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Help us welcome Tyler Sanchez, CRPC®to The Rice Partnership team!
We are super excited to have Tyler Sanchez, CRPC®on our team!
The Rice Partnership expands local financial planning team
business.pasorobleschamber.com
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The Rice Partnership is pleased to announce that Senior Wealth Manager Ashley Wilken was recently awarded the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association.
Ashley Wilken attains Certified Trust and Fiduciary Advisor certification - The Rice Partnership
https://thericepartnership.com
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The San Luis Obispo County Family-Friendly Workplace has named The Rice Partnership as one of its 2023 third round award recipients. The wealth management firm achieved the top Blue Diamond “Change Makers” level, the highest family-friendly practices category for employers actively working to better its workplace culture and support employees.
The Rice Partnership receives 2023 SLO Family-Friendly Workplace Award - The Rice Partnership
https://thericepartnership.com
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As we look forward to the festivities of this holiday season, everyone here at The Rice Partnership would like to say mahalo for your trust and continued support. Throughout 2023 we have had much to celebrate and be thankful for.
The Rice Partnership named Fastest Growing Firm in Hawaii by Citywire RIA - The Rice Partnership
https://thericepartnership.com