About Us

The Island Legacy Group, formerly known as The Strada/McRoberts Team at Morgan Stanley, is a Hawaii-based wealth and institutional consulting practice serving a select number of individuals, families, businesses, and fiduciaries.  Our mission is to serve as a trusted advisor to our clients by bringing our passion, experience, and resources to the table while helping them define and strive to reach their goals.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Asset Management2
  • Business Succession Planning3
  • Corporate Retirement Plans4
  • Defined Contribution Plans5
  • Endowments and Foundations6
  • Estate Planning Strategies7
  • Financial Planning8
  • Professional Portfolio Management9
  • Retirement Planning10
  • Trust Accounts11
  • Wealth Consulting
  • Wealth Management12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs.
  • Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
    - Personal
    - Highly individualized and committed to helping you achieve financial success
    - Flexible
    - Responsive to changes in your life and in your priorities over time
    - Comprehensive
    - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

We Offer Comprehensive Solutions

We Help Individuals Manage Their Financial Life, No Matter The Complexity of the Specific Situation
  • Wealth Planning
    • Goals-Based Planning
    • Retirement Strategies
  • Investment Advice
    • Thought Leadership
    • Asset Allocation
    • Portfolio Construction
    • Investment Manager Selection
  • Investment Solutions
    • Advisory
    • Brokerage
    • Traditional Products
    • Alternatives
    • Annuities
    • Investing with Impact
  • Lending and Cash Management
    • Residential Mortgage Loans
    • Securities Based Loans
    • Tailored Lending
    • Morgan Stanley Cards (debit, credit, charge)
    • Unlimited Check Writing
    • Direct Deposit
    • Premier Cash Management
  • Ditigal Offerings
    • Morgan Stanley Online
    • Morgan Stanley Mobile App
    • eDelivery
    • Bill Pay
    • Transfers
    • Mobile Check Deposit
    Authorizations
    • Morgan Stanley Send Money
    with Zelle®
  • Trust, Estate, and Legacy Planning
    • Wealth Transfer Strategies
    • Wills, Trust, Estate and Legacy Planning
    • Trust and Estate Professionals
  • Insurance Services
    • Permanent Life
    • Term Life
    • Long-Term Care
    • Disability
  • Philanthropy Services
    • Charitable Lead Trusts
    • Charitable Remainder Trusts
    • Family Foundations
    • Donor-Advised Funds

Seminars and Events

The Island Legacy Group hosts numerous seminars and events throughout the year. Please check this page for all past and upcoming events.
  • Helping You Manage Your Wealth to Achieve Your Goals: Morgan Stanley and You
    Date: Tuesday April 23, 2019
    Time: 6:00pm-8:00pm
    Location: 3660 On the Rise, 3660 Waialae Avenue, Honolulu, HI 96816
    Click here to learn more!

Location

733 Bishop Street
Suite 2800
Honolulu, HI 96813
US
Direct:
(808) 525-7966(808) 525-7966
Fax:
(808) 495-0550(808) 495-0550
4370 Kukui Grove St
Suite 111
Lihue, HI 96766
US
Direct:
(808) 245-6927(808) 245-6927

Meet The Island Legacy Group

About Me

Gregg Takara is a Senior Vice President, Financial Advisor, Senior Investment Consultant and a Certified Investment Management Analyst. Gregg has been a key member of The Island Legacy Group at Morgan Stanley and its predecessor teams since 1999, and handles the team’s estate planning, insurance and philanthropy planning strategies.

Prior to joining Morgan Stanley, Gregg served as Vice President and Manager with one of the largest trust companies in Hawaii. He has been in the financial services industry since 1985, and held previous positions as an institutional futures and options analyst in Chicago, as well as the Research and Portfolio Manager for a Honolulu investment management firm. He holds a BBA in Finance with an emphasis in investments from the University of Hawaii at Manoa. He also graduated from the ABA National Trust School held at Northwestern University; the Cannon’s Financial Institute’s Personal Trust School and attended the CIMA and other executive education programs at the Haas School of Business, University of California, Berkeley and The Wharton School, University of Pennsylvania and the University of Chicago Booth School of Business.

Gregg volunteers as an advisor or board member for various non-profit organizations, including the Hawaii Community Foundation, The Trust for Public Land, and the Worldwide Unchinanchu Business Group/Okinawa Chamber of Commerce. In his spare time, he enjoys fishing and hiking throughout the Hawaiian Islands.
Securities Agent: TX, HI, WA, VA, UT, PA, OR, OK, NY, NV, NM, NC, ME, MA, IL, ID, FL, DE, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1274525

About Me

Derek Wickes is a Senior Vice President, Financial Advisor and the Team’s Managing Partner. He currently holds the CERTIFIED FINANCIAL PLANNER™ designation. He focuses on individual wealth management, financial planning, 401(k), corporate cash accounts, and retirement planning. He joined The Island Legacy Group in 2004 and has been in the financial services industry for over 17 years. Derek was recently recognized as a “Five Star Wealth Manager” for 2011, 2012, and 2013 by Hawaii Business Magazine and Honolulu Magazine. Prior to joining the Team, Derek worked on both institutional and retail trading desks at Charles Schwab in Denver, Colorado. He holds a BSBA in Business Management (Cum Laude Honors) and an MBA with a concentration in Finance (With Distinction Honors) from Hawaii Pacific University.
Securities Agent: TX, HI, WA, VA, UT, PA, OR, OK, NY, NV, NM, NC, MN, MI, ME, MA, KS, IL, ID, FL, DE, CT, CO, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1272963

About Me

Donn Ariyoshi is a Financial Advisor, First Vice President and serves as the Marketing Director for the Island Legacy Group. He assists corporate and Taft Hartley clients in preparing retirement plans including 401(k), profit sharing, defined benefit and non-qualified plans. Donn has over 18 years in the financial services industry. Today, he runs a family business, Mushrooms Hawai`i, which helps him understand the financial challenges business owners and their families face. His first-hand experience also helps him create solutions and plans tailored to the needs of small business owners. As an entrepreneur in the 1990’s operating four businesses and supporting the small business community, Donn was appointed to the White House Conference on Small Business, co-coordinated the Hawaii Congress on Small Business, and served on the Bank of America Business Banking Council in 1996. Donn graduated from Chaminade University with a Bachelor of Arts in Business Administration.
Securities Agent: TX, HI, WA, VA, PA, OR, OK, NY, NV, NM, NC, ME, MA, KS, IL, ID, FL, DE, CT, CO, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1285018

About Me

Keoni Lee is a Financial Advisor at Morgan Stanley, and currently holds the CERTIFIED FINANCIAL PLANNER™ designation. He joined The Island Legacy Group in 2010. Keoni holds a BSBA in Finance and Business Economics (Cum Laude Honors) from Hawaii Pacific University. He also holds an MBA with a concentration in Finance (with Distinction Honors), and was the valedictory speaker for his graduating class.
Securities Agent: TX, HI, WY, WA, VA, UT, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1663889
Investment and Market Perspectives

On the Markets

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

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Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Island Legacy Group today.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

8Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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