About Our Firm

Kaizen Wealth Advisors

Mark DiOrio, CFA

Director of Investment Research

Mark DiOrio joined Brookstone as Director of Investment Research & Portfolio Strategy in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an eight-year GIPS® compliant track record.

Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in The Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst® (CFA®). Mark is a member of the CFA Institute and CFA Society of Chicago.

Jesteśmy Niezależni i Obiektywni

Poznaj Nasz Zespół

Kaizen Wealth Advisors to zespół doświadczonych i wykształconych specjalistów, których wiedza i ekspertyza stanowi kluczowe narzędzie w zrozumieniu coraz bardziej złożonego świata usług finansowych. Nasze działania skupiają się na indywidualnym podejściu do każdego klienta. Dzięki temu jesteśmy w stanie opracować optymalne rozwiązania inwestycyjne, które uwzględniają specyficzne wymagania i pozwalają na skuteczną realizację wyznaczonych celów.

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

Opinie klientów

“

Bardzo miła i profesjonalna atmosfera.
— Stanley S.

“

Łatwo się z nim współpracuje. Poświęca czas na wyjaśnienie, jak wszystko działa.

— Frank P.

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Zapewniacie doskonałą obsługę klienta. Przyjaźni i profesjonalni.
— Susan K.

“

Świetna obsługa. Świetne doświadczenie.
— Ghassan M.

“

Wasza firma jest profesjonalna, przyjazna i kompetentna.
— Debra R.

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Profesjonalna i miła atmosfera. Doświadczenie 5/5.
— 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.

Blog i Nowości

Zapoznaj się z artykułami i materiałami, które pomogą Ci podejmować świadome i pewne decyzje dotyczące Twojej finansowej przyszłości. Skontaktuj się z nami, jeśli masz jakiekolwiek pytania!

Blog

Szkolenia

Nasze warsztaty to coś więcej niż teoria – to narzędzia, inspiracje i sprawdzone strategie, które pomogą Ci pewnie realizować finansowe cele.

Szkolenia

Nagrania Video

Zainspiruj się naszymi wybranymi materiałami wideo, w których znajdziesz praktyczną wiedzę finansową, wartościowe wskazówki i przydatne podpowiedzi na temat planowania emerytalnego i inwestycyjnego.

Videos

Dariusz Godlewski

Dariusz Godlewski co tydzień na falach polskich stacji radiowych w Chicago przedstawia najnowsze doniesienia i ciekawostki ze świata finansów.

Radio Show

Zrób pierwszy krok, aby zapewnić sobie pewną i bezpieczną przyszłość finansową!

Skontaktuj się z nami

Kaizen Wealth Advisors specjalizuje się w tworzeniu kompleksowych planów inwestycyjnych, które uwzględniają wszystkie obszary planowania emerytalnego i pomogą Ci w realizacji Twoich celów i marzeń finansowych. Z naszą pomocą planowanie Twojej przyszłości finansowej stanie się dużo łatwiejsze. Nasze doświadczenie, wiedza i porady pomogą Ci w zrozumieniu dostępnych opcji i wyborze optymalnych rozwiązań strategiczno-inwestycyjnych.

Skorzystaj i umów się na bezpłatną konsultację!

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Our Locations

650 Dundee Rd. STE 270
Northbrook, IL 60062

15255 S 94th Ave., 5th floor
Orland Park, IL 60462

Contact Info

Illinois:
(847) 312-3454

Fax: (847) 510-0514
DGodlewski@BrookstoneAdvisor.com

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Kaizen Wealth Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.
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*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional) awarded on July 8th 2021, for the 2021 year, should not be construed as an endorsement of the wealth manager by Crescendo Business Services or any client nor are they representative of any one client’s evaluation. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients including factors such as assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The award does not evaluate the quality of services provided and is not indicative of the award winner’s future performance. It is important to note that the sponsor of the award may send nomination letters to thousands of candidates that do not respond. Therefore, claims that the award is prestigious and other similar statements may be misleading. Additionally, although Wealth managers do not pay a fee to be considered or awarded; the recipient may have to compensate Crescendo for the use of their proprietary material. Crescendo is a for-profit entity. For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/.
The Polish American Congress Business Award was given on October 30th, 2022 by Polish-American Congress, Illinois Division for overall excellence in business leadership, community involvement, and contributions to the Polish-American community in Illinois. 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.

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