• Kaizen Wealth
    Management

     

    ˈkī|zən: Continuous Improvement

     

  • Wealth Management

    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 monitored with alerts set in place, helping ensure clients remain on target.

    Investment Management and Portfolio Analytics

    We believe portfolio construction best practices include choosing a suitable asset allocation using low-cost broadly diversified mutual funds and ETFs, implementing tax-efficient asset location, and employing a total-return investment strategy. We provide portfolio analytics and reports for investment planning, portfolio comparisons, asset allocation reviews, and account monitoring.

    Client Web Portal

    Clients see all of their accounts working together, including outside or unmanaged assets, in one secure place with live reporting access. Client portals show detailed balances, performance, portfolio allocation, and holdings information, and includes updates emailed weekly. All assets are automatically coordinated with client wealth management plans and reports.

  • Thank you for visiting and considering us for your wealth management needs. We can review your financial and 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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