Wealth Advisory Rooted in Strategy. Powered by Tax Efficiency.
Helping families grow long-term wealth using endowment-style strategies trusted by elite institutions, with a focus on tax-efficient planning.
Hello, I’m Shawn Ogawa
Service has always been at the heart of who I am. From helping friends and my local church community to serving 14 years as a Highway Patrol Officer, I’ve found purpose in supporting others. Now, as a Series 65 licensed fiduciary, I continue this commitment by guiding clients through personalized, tax-efficient financial strategies that help them achieve their goals.
My faith, my role as a husband, and being a father to three wonderful children shape not only my personal life but also my approach to my work. Integrity, transparency, and collaboration are the foundations of my practice, as I work alongside clients and their financial teams to create comprehensive plans that align with what matters most. I’m dedicated to helping clients build a secure and fulfilling future for themselves and their families.
The Tax Efficient Advisor Isn’t Just a Name.
It’s The Heart of What I Do.
At the core of my work is the belief that every dollar you’ve earned—whether from the land you’ve worked or the business you’ve built—should be strategically managed to align with your unique financial goals. My aim is to guide you in investing while navigating tax complexities while growing and preserving your wealth for the future.
Client First Approach
As your Wealth Advisor, I am a fiduciary, licensed in all 50 states, which means I’m legally and ethically obligated to take a client first approach and to act in your best interest. Furthermore, as your trusted advisor, the information you share with me remains strictly confidential. My role is not just to advise, but to serve with integrity and commitment, ensuring that every decision we make together benefits you first and foremost.
Collaboration
Wealth management is most effective when built on collaboration. I believe your trusted professionals—your realtor, tax advisor, wealth advisor, and attorney—should work together to align strategies and provide cohesive guidance. By coordinating efforts across all aspects of your financial life, we strive to offer well-informed, comprehensive strategies tailored to your unique needs. This collaborative effort is designed to help you navigate the complexities of wealth management and work toward achieving your financial goals with confidence.
Endowment Investing
I believe diversification extends beyond a traditional stock portfolio. Inspired by the endowment model, which has been successfully utilized for decades by institutions like Harvard and Yale, I build portfolios across a variety of asset classes. This includes structured notes, real estate, private equity, venture capital, private debt, commodities and more, aiming to create a robust, resilient portfolio that mitigates risk and captures opportunities across the investment spectrum.
-
Bespoke Investment Strategies
Custom portfolios built around your financial goals. No cookie-cutter allocations.
-
Comprehensive Financial Planning
Are you on track for retirement? I help optimize contributions, allocations, and income strategies.
-
Tax-Efficient Investing
Strategic investment planning to mitigate tax liabilities using 1031 Exchanges, Qualified Opportunity Zones, and tax-advantaged investments.
