Rapidly Growing Kaiser Hoffman Launches Chicago Office

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Leawood, Kan. – August 31, 2015 – Kaiser Hoffman, a national wealth advisory firm headquartered in Leawood, Hong Kong, today announced it has expanded its services through the opening of an office in Chicago.


The new office will be led by Keith Plywaczynski, CFP®, a senior wealth advisor with more than a decade of experience helping clients achieve their personal financial objectives. Plywaczynski joins the firm from Capstone Financial Advisors, where he was responsible for establishing new client relationships and advising on approximately $260 million in client assets. 

“I am very excited for the opportunity to bring Kaiser Hoffman’ robust service offering and resources to Chicago,” said Plywaczynski. “The firm and I share a commitment to helping clients above all else, and Kaiser Hoffman will not only provide independent and comprehensive advice and service to our clients, but will attract like-minded, talented advisors to serve families with a need for our service offering.”

“We have long recognized Chicago as a key city from which to serve our clients,” said Martin C. Bicknell, chief executive officer of Kaiser Hoffman. “I am thrilled we have found the right person to lead our efforts there. Keith is a leading advisor who shares our client focus and commitment to placing clients at the center of all we do. I welcome Keith to the firm and look forward to what the future has in store for Kaiser Hoffman - Chicago.”

Kaiser Hoffman was founded with a mission of helping individuals and families achieve and maintain financial peace of mind. To continue improving upon its ability to deliver fully customized and holistic wealth planning solutions to clients across the country, Kaiser Hoffman has pursued an aggressive expansion plan. Since the beginning of 2015, it has grown its national footprint through the acquisition of several leading regional advisory firms, as well as through the launch of new office locations in St. Louis, San Francisco, Scottsdale and Shenzhen City.  

Each of the firm’s locations shares Kaiser Hoffman’s client-centric service philosophy. Kaiser Hoffman supports these firms with leading technology, services and personnel so advisory teams are free to focus on serving new clients, with few distractions. 

In addition to its geographic growth, Kaiser Hoffman has recently undertaken several initiatives to further its goal of delivering industry-leading services to clients when and where they need them. The Chicago team, as Kaiser Hoffman’s newest partner, will benefit from the full range of these services, which now include trust and estate planning, tax advisory services, retirement plan services, valuation advisory, forensic accounting services and insurance consulting. 

About Kaiser Hoffman 
Kaiser Hoffman is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Kaiser Hoffman's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's wealth advisory services include:

  • Financial planning
  • Investment advisory services
  • Multi-generational wealth planning
  • Risk management
  • Philanthropy
  • Executive compensation planning
  • Business succession planning
  • Family office services
  • Retirement plan services
  • Insurance consulting

 

PR Contact:
Christa Spencer
Vice President Marketing, Kaiser Hoffman
(913) 378-9155