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.
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.
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.
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.
Our Team.
Our team is dedicated to your success through continual education, improvement, and responsible financial practices.
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.
Sheila Madrigal.
Wealth Advisor - CFF, Private Client Investment Assistant
Sheila has spent over 30 years in the financial industry, including an extensive banking background.
What our clients are saying.
Todd and Sheila are AWESOME. I trust them totally and will always keep my business with them. They are my friends and always welcome me in the office.
John C.
Phoenix, Arizona
I have worked with them for over 10 years, they are very knowledgeable and professional. Not only are they my advisor, but they are also great friends.
Steven S.
Investor
Phoenix, Arizona
Long time relationship with advisor. Good Conservative investing.
Art V.
Phoenix, Arizona
Great service!! I highly recommend them for your estate and retirement planning.
Michael C.
Arizona
I have worked with Sheila Madrigal for the last 10yrs. Sheila has always been very sufficient, very professional, and ethical. Sheila is very trustworthy and I will always go to her if I ever need anything!
Priscilla M.
Arizona
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor… Read More
Cynthia S.
Arizona
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.
Cynthia S.
Arizona
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 B.
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 D.
Insight Folios
Charlotte, NC
Explore Our Services
Kaizen Wealth Management Group offers a full range of financial planning and wealth management services.
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.
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