The challenges that come with significant wealth are often underestimated. While more money opens up options, it also brings more complexity and more decisions. However, as you know, challenge also brings opportunity: to grow, dream, create, travel and more. Managing wealth is about more than just managing your money; it's about managing your overall well-being and lifestyle. Kozak Financial Group will be the foundation under the life you want to live.

First Things First

Our work revolves around our clients—people like you. Without you, we have no purpose. So while you might have expected a glut of information about our strategies and accomplishments, we'd rather talk about you first.

People invest for a myriad of reasons, and all share a common goal: to create wealth that works for you when you need it to. Understanding this simple principle lets us rely on proven strategies, rather than on pigeonholing clients and pushing products—practices you may well have encountered in previous investment experiences.

You have specific goals for wealth accumulation: retirement, risk management, financial planning and estate planning. If you're looking for a better way to achieve your financial objectives, we can help.

Let's get started today.

Strategy not Speculation

We don't invest our clients assets based on hunches, intuition or a so-called "magic touch." In fact, we can't—because we know, as well as you do, that these things simply do not exist. Our portfolio models are based on thoroughly researched strategies that have performed well for decades. By employing these well-defined, disciplined strategies, we eliminate the emotional and unpredictable factors that cause people—professional investors or otherwise—to make unwise financial decisions.

We will take positive and constructive steps in your investment portfolio, by employing strategies that actually work. Time and time again.

A Focus on Income

Our relentless focus on income-generating investments provides two advantages. First, it provides a positive performance bias in our portfolios to help them perform – and maintain their stability – in difficult environments. Second, it ensures a stable income stream, which becomes increasingly relevant as you transition beyond an accumulation phase of wealth management.