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Guiding You Towards Achieving Your

Financial Dreams & Goals

At Kaizen Wealth Advisors, we proudly serve friends, families, and neighbors across the greater Chicagoland and North Shore areas, helping them pursue their financial goals through personalized strategies for retirement income, tax efficiency, and legacy planning. Inspired by the Japanese philosophy of KAIZEN, which means continuous improvement and attention to details, our identity represents a dedication to guiding clients toward steady, intentional, and meaningful growth.

 
 

Experience

What real creative freedom feels like in a theme

Pixel Perfection

Salient was built with a high attention to details both in design & code

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?

Independent and Objective

You Are Always Our First Priority

Our 4-step Retirement Roadmap process focuses on key areas of your financial life. We provide you with a focused retirement plan to protect and preserve your wealth through a comprehensive planning approach that incorporates income, investment, tax, health care / life insurance, and legacy planning. As a fiduciary financial planning and investment firm we are always committed to your best interest first. Guiding you toward achieving your dream retirement is what matters most to us.

Learn More About Us

A Quick Overview of Our Services

The custom plans we develop for clients include services tailored and scaled to you, based on your retirement goals. Our comprehensive approach evaluates all of your retirement income sources, it enables us to maximize your income while increasing your net worth. At Kaizen Wealth Advisors, our plans start with your retirement dreams, and these are just some of the services we might utilize to help you achieve your lifestyle goals.

Our Process

Client Testimonials

A very nice and professional atmosphere.

Stanley S.

Easy to work with. Takes time to explain how things work.

Frank P.

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

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Subscribe to our newsletter for the latest financial insights, event updates, and expert tips delivered straight to your inbox. Stay informed, stay empowered.

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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

On the Air

Kaizen Wealth Advisors

Your Host

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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