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 * Kaizen
 * Info
 * Connect
 * Contact Us
 * My Accounts
 * My Plan

 * KAIZEN WEALTH
   MANAGEMENT
   
    
   
   ˈKĪ|ZƏN: CONTINUOUS IMPROVEMENT
   
    

 * WEALTH MANAGEMENT
   
   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.
   
    
   
   

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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.

 

Kaizen Wealth Management, LLC

18 Broad Street, suite 300, Charleston, SC 29401

 

212-362-3250 info@kaizenwm.com
 

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.

© 2024 Kaizen Wealth Management, LLC




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