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. Our wealth management plans deliver efficient and on-demand communication with timely and relevant insights into client retirement plans and additional goals and objectives.
Client Web Portals
Clients see all of their accounts working together, including outside or unmanaged assets, in one secure place. My Accounts portal shows detailed balances, performance, portfolio allocation, and holdings information, and includes auto-updates emailed weekly. Account balances are also automatically coordinated with your wealth management plan and are always available through your personal My Plan portal.
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.
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.
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.
Kaizen Wealth Management, LLC
18 Broad Street, suite 300, Charleston, SC 29401
Nothing contained herein constitutes tax, legal, insurance or investment advice, or the recommendation of or an offer to sell, or the solicitation of an offer to buy or invest in any investment product, vehicle, service or instrument.
© 2023 Kaizen Wealth Management, LLC