What is Your Financial Freedom?

Knowledge and Experience Meet Trust and Care

 

At Kusak Wealth Management, our mission is simple: to combine our knowledge, experience, and high level of ethics to provide customized financial and investment strategies our clients trust. They also appreciate our “family first” mentality and dedication to serve others.

As independent advisors, we strive to go beyond the service level of the typical wealth management firm. We look at your goals, objectives, and risk tolerance to craft customized strategies. We take a holistic approach to financial guidance and believe in fostering client relationships built on trust. Through a hands-on approach and proactive process, we strive to empower you to make well-informed financial decisions based on family values. We also leverage the strategic alliances we have with other professionals, such as CPAs and attorneys, to provide a comprehensive approach to our clients’ goals.

As advisors that have been serving families and businesses in Texas for over 20 years, we take pride in knowing we have built such strong relationships in our community.  Our lifelong relationships with clients are built on trust and often span for generations. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact our office to learn more about how we may be able to help.

Does my Portfolio Fit Me?

Products & Services

Financial Planning

As part of our ongoing service, our team will review and update your financial plan on an as-needed basis. If you have had recent life changes that require a review and/or update to your financial plan, please let us know so we can update your plan accordingly.

Goals Review

We start and end with your goals and dreams. Regular communication is the key to ensuring that those are met. Together, we will determine the frequency of our reviews — quarterly, semi-annually, or annually — to ensure you know exactly when and how often we will meet.

Investment Management

Our experience tells us that a disciplined and diversified approach to investment management offers the greatest potential for investment success. We believe that a family’s approach to investing should not only include diversification among asset classes, but various strategies as well.

Tax Planning

The goal of tax planning is to evaluate and arrange your financial affairs to minimize your taxes based on your current situation. We can assist with this in various ways including:

Insurance Planning

As major life changes occur we will evaluate your insurance coverage to ensure you are not unnecessarily exposed. As part of our ongoing engagement, we will continue to evaluate the following:

Estate Planning

The goal of estate planning is to anticipate and prepare for the allocation of your estate. We offer the following services to assist with this:

Coordination with Other Professionals

The financial services industry offers an array of services and covers multiple professions. As such, we provide access our external network of trusted professionals (see list of our strategic partners):

Our Team

Kevin Kusak, CFP®

Financial Advisor

Kevin Kusak is Co-Founder of Kusak Wealth Management.  He graduated in 2004 with a Bachelor's Degree from the University of Texas A&M.  Kevin began his career as a financial advisor immediately after graduating and built a successful practice where he was promoted to senior management within the firm at an early age.

Donald Kusak

Financial Advisor

Donald (Don) Kusak is Co-Founder of Kusak Wealth Management.  Don is very proud to be partnered with his son, Kevin, who joined him in business in 2004.  They have combined their talents, experience and expertise under Kusak Wealth Management and are dedicated to serving individuals & businesses in the Cypress, Houston, and surrounding areas.