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      About Us

      Kaizen Wealth Management Group.

      Learn more about our values, our leadership team, and how we strive to continually improve our services.

      We would love to meet with you to understand your unique retirement goals.

      Our Values.

      Kaizen Wealth Management Group provides outstanding service to clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

      Professionalism - Kaizen Wealth Management Group


      Our firm is one of the leading in the area. By combining our expertise, experience, and enthusiasm for financial planning, each client receives close personal and professional attention.

      High standards, service, and specialization spell the difference between our outstanding performance and that of other firms.

      We make sure that every client is served by our in-depth knowledge and expertise.

      Responsiveness - Kaizen Wealth Management Group


      Our firm is responsive. Companies who choose Kaizen Wealth Management Group rely on competent, accurate advice and fast service. We provide total financial services to individuals, large and small businesses, and other agencies.

      To see a listing of our services, please take a moment and look at the services page. Because we receive new business from the people who know our track record, client referrals have fueled our firm’s growth in recent years.

      Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

      Quality - Kaizen Wealth Management Group


      An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.

      Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable clients to make informed financial decisions.  We do not accept anything less from ourselves and this is what we deliver to you.

      We feel it is extremely important to continually professionally educate our staff to improve our technical expertise, financial knowledge and service to our clients.  Our high quality service and “raving fan” clients are the results of our commitment to excellence.

      Kaizen Wealth Management

      Our Team.

      Our team is dedicated to your success through continual education, improvement, and responsible financial practices.

      Todd Elliott Financial Planner

      Todd Elliott.

      Wealth Advisor - CFF, CEP, CFE'D

      As the founder of Kaizen Wealth Management Group, Todd Elliott has been helping people build more secure financial futures for almost two decades.

      Learn More

      Sheila Madrigal Financial Planner

      Sheila Madrigal.

      Wealth Advisor - CFF, Private Client Investment Assistant

      Sheila has spent over 30 years in the financial industry, including an extensive banking background.

      Learn More

      What our clients are saying.

      It’s been an absolute pleasure working with Todd Elliott and the team and Kaizen Wealth Management Group.  They are quick to respond to questions and have helped me gain a new confidence in my retirement planning.  I very much recommend them!

      Kyle Bahr

      Elite Online Marketing
      Minneapolis, MN

      Todd Elliott is one of those financial advisors that consistently goes above and beyond for his clients.  Working with him over the last few years has been a great experience.  If you’re in the Phoenix Arizona area I highly recommend you take the time to meet with Todd and learn more about his retirement planning and wealth management services.

      Paul Durso

      Insight Folios
      Charlotte, NC
      Explore Our Services

      Kaizen Wealth Management Group offers a full range
      of financial planning and wealth management services.

      Retirement Planning

      Every important journey begins with a solid plan and every goal met requires continual improvement.

      Wealth Management

      Our wealth management services are built several steps above the traditional financial planning model.

      Insurance & Tax Solutions

      None of us know what the future holds, but we can take steps to mitigate the potential fallout from the everyday risks that we face.

      Estate & Future Planning

      Planning for the future can be complicated, entrust your future with those who have your best interests at heart. 

      Providing the Highest Fiduciary Care

      Don’t take our word for it.

      View reviews on these trusted third party platforms to see the level of care we offer each and every client.  Contact us if you’d like to speak directly to some of our current clients.

      Kaizen Wealth Management on Google
      Kaizen Wealth Management on Facebook

      A Comprehensive Financial Guide by Todd Elliot

      Retirement Done Right.

      Does your plan for retirement involve a “magic number,” or amassing a pile of cash, dragon like, that you hope will last the rest of your life?

      While many Americans are not planning ahead for retirement at all, a significant number of those who are, have plans that only amount to stockpiling money. But what happens if there’s a recession? Or what if you or a loved one need long-term health services? How will you handle the possible effects of inflation over time?

      In this handy guide for those nearing or in retirement, longtime financial advisor Todd Elliott tackles the significant elements of a financial plan and how to address each.

      With true-to-life stories and relatable metaphors, Todd shows what it looks like to plan for a Retirement Done Right!

      A Comprehensive Financial Guide by Todd Elliot

      Retirement Done Right.

      Complete the form below for your free copy of Retirement Done Right.
      We’ll send you an email with your download link.

          Kaizen Wealth Management Group

          Our Monthly Resource Newsletter.

          At Kaizen Wealth Management Group we believe in educating our clients to make smart financial decisions on their own.

          Whether or not your working with our firm for your financial planning or wealth management goals, we invite you to subscribe to our newsletter.

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