A complete list of active advisors currently associated with Kaizen Wealth Management, LLC

Warmer can help you find a great advisor at Kaizen Wealth Management, LLC or one who fits your needs even better.

Kaizen Wealth Management is an independent, single-advisor registered investment adviser that provides financial planning and portfolio management for individuals, families, trusts and retirement accounts. Although these service types are common among independents, the firm manages a relatively large pool of assets across a small number of client relationships, suggesting a focus on larger or more concentrated client accounts. The firm’s investment approach is grounded in Modern Portfolio Theory and behavioral finance, emphasizing broad diversification across asset classes, long-term holdings, and strategic rebalancing. Portfolios are typically managed on a discretionary basis, with periodic reviews and adjustments driven by changes in client circumstances and capital market conditions. Distinctive operational features include the principal’s background with large broker-dealers and completion of a formal financial planning program, and the firm’s use of an institutional custody platform that provides trading and operational support. Kaizen also delivers weekly portfolio activity summaries to clients and does not vote client proxies, leaving proxy voting responsibility with clients rather than exercising voting authority on their behalf.

To learn more about the advisors currently working at Kaizen Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.