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Why Kaizen Wealth Advisors?

We recognize that everyone is unique and has different goals and objectives. At Kaizen Wealth Advisors in Northbrook, Illinois, we apply that same guiding belief when it comes to our team and the wide range of opinions and information we gather to inform our planning, our business and our culture. Rooted in the Japanese philosophy of Kaizen, which means continuous improvement, our name reflects what we have always believed in: steady, thoughtful, and purposeful growth. This principle guides how we serve our clients, anticipate their needs, and craft personalized financial and retirement income plans. Our dedication is always to you, our clients. And we strive to demonstrate this through the services we provide, how we seek to proactively anticipate your needs as we create your financial and retirement income plan, and how we put that plan in place. Through it all, our goal is guiding you toward achieving your financial goals and dreams.

Our Process

Our Mission

Excellence in Everything We Do

We provide individuals, families and business owners with customized financial plans for both the present and the future. We strongly believe in exceeding your expectations, offering exceptional service levels, and educating you as much as possible so you can make confident decisions to help you achieve your desired financial goals.

As fiduciary financial advisors we take our responsibility to act in your best interests very seriously. We seek to understand your needs and expectations when we recommend clear action plans and financial strategies to help you achieve your retirement goals. We are independent so we are not tied to offering products only from specific financial institutions. Rather, we are able to recommend a wide range of financial and retirement solutions through a comprehensive planning approach that ties together your spending, savings, taxes and inflation to help you meet your long-term goals.

Our independence and objectivity are vital to the recommendations we make and our commitment to you.

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

Join Us Live & In-Person

We offer educational events and seminars from time to time and look forward to seeing you soon. Why not join us?

Giving Back

Educating you to make confident financial decisions.

By establishing our office in the heart of our clients’ and our families’ communities in Glenview and Northbrook, Illinois, we are continually listening to the area’s needs and finding ways to help give back.

As part of this commitment, our president, Dariusz Godlewski shares the wealth of knowledge he has in the retirement area by conducting informational workshops within the community to help people gain awareness of their retirement options and financial strategies.

Dariusz is a huge proponent of continuing education and sharing his knowledge about financial topics with local residents.

Testimonials

What Our Client Say About Us

The following comments were made by current clients of Kaizen Wealth Advisors. Each said they would recommend and/or introduce someone they know to our business. No one has received any compensation for their testimonials on this page, and each client has given permission for us to use their name and comments. Past results are not indicative of future performance, and all financial plans and recommendations are customized to the unique financial situation and goals of each client.

Dariusz is full of professionalism and confidence in our savings. We like his openness, explanation of everything, professional approach to the matter, and the trust, which is the most important thing. We were helped with investment options, protecting our money against taxes, market changes, and other financial advice and opportunities. He answered questions everyone is probably curious about, and he will always choose what is best for clients.

— Jadwiga G.

A company worth recommending to everyone! Not only for friends or family. I have known the owner, Mr. Dariusz, for 11 years. He is knowledgeable and helpful. He has knowledge that he communicates in a simple and understandable way to his clients. He is surrounded by nice and qualified staff. Anyone who does not know how to secure a financial future should use the services of Kaizen Wealth Advisors. I heartily recommend the services and professionalism of Mr. Godlewski's company.

— Lesław J.

Met my expectations as a customer. I am very satisfied, and I have great trust. I recommend all my friends and family invest with this company, and I am very pleased. I wish you as much success as possible.

— Krystyna M.

A person would benefit tremendously from the expertise and experience of the professionals at the company. It is a wonderful, educational and positive financial benefit. The firm has employees who are professional and always exhibit expertise throughout the time I have been affiliated with the company.

— Leo F.

You are very knowledgeable about the market and retirement needs, and I would be happy to recommend you to friends ready to retire. It is a one-on-one experience. There is honesty and clarity about what to expect, and your past experience with changes in the economy and the effect it has on the market. You and your staff are very friendly and helpful. I appreciate working with you.

— Pam W.

We have been pleased with your management of our retirement funds. We don't often contact you with needs, but when we do you have been very responsive. Excellent fund management and responsive when requested. We initially worked with John W. and were devastated with his passing, but we felt like our account was handled seamlessly by you making the transition much easier.

— Douglas M.

Great service, easy to understand, knowledgeable and personal. Great financial institution, keep up the great work.

— Mikhael N.

I like the hands-on approach to specific situations, both in the past and during this pandemic. I always feel like your group has good information for guiding me. Knowledgeable and helpful in achieving my financial goals. I enjoy reading the emails which keep me abreast of current changes in the financial climate.

— Linda W.
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