Reliable Financial Advisors
Dependable Wealth Advisory
For over 30 years, Bonnie Rice and her reliable wealth management team have been trusted advisors for individuals, families, and foundations throughout Hawaii.
The Rice Partnership prides itself on taking a very personal and responsive approach to wealth management by 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.
Small, agile, very personal
The Rice Partnership believes in building long-term relationships based on the right fit and a high degree of trust that is earned every single day. It’s a one on one approach that clients who value private, confidential and trustworthy management truly appreciate.
Hawaii roots, global expertise
Part of a ranching family that goes back four generations in the islands, principal Bonnie Rice was born on Maui and raised on the Big Island. Her extensive investment/trust background in Hawaii together with the proven expertise of her team of professionals, offer clients a broad range of wealth management services, a deep knowledge of the marketplace, plus the expansive resources of global partners.
Customized, integrated approach
The Rice Partnership customizes each client’s portfolio and wealth plan to balance goals for capital preservation and growth with estate planning and cash flow needs. We also integrate Family Office services with the overall investment program to holistically address your financial, trust, estate and philanthropic goals.
Client-directed
We work for you and only you. We receive no fees from any service providers.
Overall, the goal is to simplify our clients’ lives, and enhance peace of mind with our reliable wealth management. We also guide clients as they envision and implement family legacy, which may extend over many generations.
Leadership
Bonnie F. Rice
Principal, Chief Compliance Officer
Director of Client Services
Direct: 808-585-7782
Email: bonnie@thericepartnership.com
Orest Saikevych
Chief Investment Officer/Partner
Direct: 808-585-7789
Email: orest@thericepartnership.com
Sarah Bredhoff
Senior Wealth Manager, Maui
Direct: 808-446-8294
Email: sarah@thericepartnership.com
Ashley Wilken
Portfolio Manager, Senior Wealth Manager, San Luis Obispo
Direct: 805-517-4122
Email: ashley@thericepartnership.com
Lia Young
Office Manager, Client Service Administrator
Direct: 808-585-7788
Email: lia@thericepartnership.com