Kai Zen Wealth

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Written By Guest User

Specializing in:

  • Wealth & Income Protection

  • Education Planning

  • Retirement Planning

  • Investment Advisory

  • Private Client Services

  • Trust & Estate Planning

  • Business Planning

Location/Contact:

400 Broadhollow Road

Suite 200

Melville, NY 11747

P: 631.418.6514

F: 631.410.1925

wes.pruitt@nm.com

shannon.feeney@nm.com

About:

Personalized investment strategies designed to help you spend your life living!

Kai Zen Wealth is a financial planning boutique founded by Wes & Shannon Pruitt in 2022. The team specializes in assisting individuals, couples, and families with retirement and investment management, educational savings plans, and life and disability insurance products. Wes started as a financial planner with Northwestern Mutual in 2010 and has since grown his team to provide personalized financial planning for their clients.

Our clients span across the country and throughout industries. Our team can provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. When it comes to implementing solutions, our clients have access to the resources of a world class financial institution along with the service that can only be provided by a boutique firm.

Our Mission

"Our mission is to actively engage clients through a series of thought-provoking questions that will uncover a variety of financial needs and wants. Our process will help inspire and motivate people to take action and become more financially secure." - Wes Pruitt, Kai Zen Wealth

Benefit:

Consultations are complimentary for Bad Moms.

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