About Our Firm

Kaizen Wealth Advisors

Mark DiOrio, CFA

Director of Investment Research

Mark DiOrio joined Brookstone as Director of Investment Research & Portfolio Strategy in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an eight-year GIPS® compliant track record.

Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in The Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst® (CFA®). Mark is a member of the CFA Institute and CFA Society of Chicago.

Independent and Objective

About Our Team

The team at Kaizen Wealth Advisors offers a wide range of experience and expertise. We believe this is critical to navigating through the complexities of the wealth management and financial services universe. Our culture also thrives on gathering input from as many team members as needed when delivering advice and guidance, and in developing the financial and retirement solutions for your unique needs.

Dariusz Godlewski, RFC

President & Investment Adviser Representative

Agnieszka Tiara, MBA

Director of Financial Services & Investment Advisor Representative

Marzena Lukasiewicz

Marketing Director & Investment Advisor Representative

Jolanta Majewski

Business Processor

Marta Wojciechowski

Office Administration and Client Support

Dean Zayed, JD, LLM, CFP^®

Founder & CEO of Brookstone Capital Management, LLC

Mark DiOrio, CFA

Director of Investment Research

Client Testimonials

“

A very nice and professional atmosphere.
— Stanley S.

“

Easy to work with. Takes time to explain how things work.
— Frank P.

“

You provide excellent customer service. Friendly and professional.
— Susan K.

“

Great service. Great experience.
— Ghassan M.

“

Your company is professional, friendly and knowledgeable.
— Debra R.

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Professional and nice atmosphere. A 5/5 experience.
— Waldemar M.

As Seen On

Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

News, Blog & Information

Explore articles and resources designed to help you make confident, informed decisions about your financial future. Contact us if you have any questions!

Blog

Live & Online Events

Stay connected through live and online events designed to keep you informed, engaged, and moving confidently toward your financial goals.

Events

Featured Videos

Discover featured videos offering clear, accessible insights to help you better understand key financial topics and make smarter decisions with confidence.

Videos

Dariusz Godlewski

Dariusz Godlewski is a local area radio personality and provides the greater Chicago community with important information on the many financial issues that affect people and their families.

Radio Show

Schedule Your Meeting!

Contact Us

Kaizen Wealth Advisors offers strategies and options that specialize in creating low risk, low volatility retirement income plans to help you on the path toward achieving your retirement dreams and goals.

Taking control of your financial future becomes easier when you work with a team of advisors who know the course and can help navigate through the complex world of financial and retirement planning.

Learn more about us by scheduling a no-obligation consultation today! We look forward to meeting with you.

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Our Locations

650 Dundee Rd. STE 270
Northbrook, IL 60062

15255 S 94th Ave., 5th floor
Orland Park, IL 60462

Contact Info

Illinois:
(847) 312-3454

Fax: (847) 510-0514
DGodlewski@BrookstoneAdvisor.com

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Kaizen Wealth Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.
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*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional) awarded on July 8th 2021, for the 2021 year, should not be construed as an endorsement of the wealth manager by Crescendo Business Services or any client nor are they representative of any one client’s evaluation. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients including factors such as assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The award does not evaluate the quality of services provided and is not indicative of the award winner’s future performance. It is important to note that the sponsor of the award may send nomination letters to thousands of candidates that do not respond. Therefore, claims that the award is prestigious and other similar statements may be misleading. Additionally, although Wealth managers do not pay a fee to be considered or awarded; the recipient may have to compensate Crescendo for the use of their proprietary material. Crescendo is a for-profit entity. For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/.
The Polish American Congress Business Award was given on October 30th, 2022 by Polish-American Congress, Illinois Division for overall excellence in business leadership, community involvement, and contributions to the Polish-American community in Illinois. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Polish