Kaizen Wealth Advisors, LLC

Kaizen Wealth Advisors provides advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts and corporate entities. The firm recommends third‑party money managers through platforms such as Envestnet and Pacific Financial Group and offers financial guidance on retirement funding, insurance needs, and coordination with other professionals.

Rather than directly managing client portfolios, Kaizen selects and monitors third‑party money managers, evaluating candidates on performance, management team continuity, analytical methods and statistical strength, and conducts periodic reviews of manager performance. Investment recommendations emphasize long‑term purchases and are tailored to each client’s objectives, risk tolerance, time horizon and liquidity needs, with at least quarterly client contact and reporting coordinated through custodians.

Distinctive aspects include serving pension and profit‑sharing plan clients — a relatively uncommon client type for firms in this category — while maintaining licensed insurance activity that allows commission‑based sales of insurance products, a potential conflict of interest disclosed in the brochure. The firm has provided advisory services since 2007, offers holistic financial guidance that can be bundled with manager referrals, and does not provide discretionary portfolio management or accept performance‑based fees.