We help clients and their families meet personal life goals through proper management of their financial resources by developing and implementing an integrated, coordinated plan for achieving their financial objectives.
We select and manage investments that fit our client's plan, monitor, review, rebalance, and make improvements to them when necessary -- while paying close attention to investment fees and tax efficiency.
We help make sure clients are on target to obtain their desired retirement and other personal goals, and continue to monitor and track these objectives.
Real financial planning.
Client Web Portal
Everything in one place. Clients see all of their accounts working together, including outside or unmanaged assets, in one secure place with live reporting access. Your portal shows detailed balances, performance, portfolio allocation, and holdings information, and includes weekly updates emailed...all automatically coordinated with their financial and retirement planning.
We provide portfolio analytics and reports for investment planning, portfolio comparisons, asset allocation reviews, and account monitoring.
We believe portfolio construction best practices include choosing a suitable asset allocation using broadly diversified mutual funds and ETFs, using low-cost index-based products, implementing tax-efficient asset location, and employing a total-return investment strategy.
Our wealth management plans and reports deliver efficient and proactive communication with timely and relevant insights into client retirement plans and additional goals and objectives. Plans are automatically updated and coordinated with all current account balances daily and we monitor and track each plan with alerts in place, helping insure clients remain on target.
Thank you for visiting and considering us for your wealth management needs. We can review your retirement plan to see if you're on track and also review your current investments to see if there is room for improvement. If you're not satisfied with your current investment management or financial planning, or simply would like to talk or ask questions, feel free to contact us at 212-362-3250 or complete the message form below.
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Founded in 2004, Kaizen Wealth Management, LLC is a fee-only independent registered investment advisor offering objective advice based solely on the goals, needs and risk tolerance of our clients.