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KZ Private Wealth

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website kzprivate.com
Client types

Overview

KZ Private Wealth is a Chicago-based private wealth-management practice serving affluent families, particularly households approaching or living in retirement. It provides portfolio management, asset-allocation strategy, private-client advice and multigenerational wealth-transfer support. Portfolios are generally constructed using passive ETFs, index funds and selected individual securities based on each client’s risk tolerance and objectives. The practice follows a long-term, value-oriented approach that prioritizes wealth preservation and responsible transfer over short-term performance. Clients work directly with Managing Partners Mark Zahorik and Brian Keeley, supported by a client-service associate and Sanctuary Wealth’s compliance, technology and operating infrastructure. Assets are held with independent custodians, primarily Fidelity Investments and Charles Schwab.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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