K in Something Directory

Home » Business » Business Investing » Investment Money Managers » K » Kaizen Wealth Management (wealth management services )

Kaizen Wealth Management (wealth management services ) in Something Directory

 

We provide comprehensive wealth management services to professionals, corporate executives, business owners, ERISA plans, charitable organizations, and other affluent clients. Though we help many different types of clients, we approach each clients needs differently based on their unique circumstances and goals. Service and personal attention are the defining qualities that sets us apart from our competition. We are service oriented, not sales oriented. Our ongoing attention to the composition and performance of your portfolio, continuous monitoring of your financial plan, and frequent communication distinguishes us as a truly client-focused firm. We believe in the financial planning process - the process of identifying goals, gathering and reviewing financial data, designing and implementing a plan to help clients reach their goals. Financial planning is a process, not a product bought and consumed, rather it is a practice of continuous improvement, that constantly renews as clients needs change over time. Our investment philosophy utilizes intensive research and a disciplined process to create long-term investment success. We customize investment portfolios to meet the unique objectives of each client.

 

Address: Derrick D. DeMay [bio], Principal
Telephone: 866/632/4601
Fax: 800-446-7403
Website: http://www.kaizenwm.com/