About Us

KaizenWealth Management is a fee-only independent registered investment advisor and has no financial relationship with any brokerage firm, mutual fund company, or money manager; the only compensation we receive is from our clients.  We offer objective advice based solely on the goals, needs and risk tolerance of our clients.

Our clients count on us to offer unbiased advice on all their financial matters and we are committed to a lifetime strategy that ensures they live the lives they dream of, and we believe that in order to achieve this, we must:

• be proactive when a situation arises that might affect your family’s financial affairs
• be transparent and disclose all fees associated with the management of your assets
• have a complete understanding of your family’s situation, needs, goals and financial objectives
• identify and coordinate with outside financial experts when necessary
• discuss and have a thorough understanding of your risk tolerance
• create and execute a comprehensive financial plan
• regularly organize and update your financial documents
• coordinate all investments

be your financial coordinator and help oversee every aspect of your family’s financial affairs.

For further inquiries, please contact:

Derrick D. DeMay | bio                              
Kaizen Wealth Management LLC
58 Broad Street, 2nd Floor | map
Charleston, SC  29401

866-632-4601 | 843-577-7701  direct
800-446-7403  fax

ddemay@kaizenwm.com