President of Kuza Wealth Partners
Steven Kuza, CFP®, CLU®, ChFC®, RICP®
Email: [email protected]
Phone: 248-480-9700
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Steven Kuza and his wife Sarah are raising three children, Tomas, Sonjia, and Marcus, in Michigan. Faith and family are the foundation of how he lives and how he works, and most of what he is building comes back to a single goal: helping other families live with security and purpose.
That goal became Kuza Wealth Partners, a firm built to help successful families, business owners, and dental practice owners build, protect, and pass on wealth with clarity. Steven founded it around a simple idea: most people don’t need more financial products, they need one coordinated plan and someone to quarterback it.
That is the model. Kuza Wealth sits at the center of a client’s financial life and coordinates the specialists around it, tax, legal, valuation, practice transition, estate, and insurance, so every decision points in the same direction. The aim is financial clarity, because clarity is what lets people live boldly instead of guessing.
In the business since 2009, Steven holds the CFP®, CLU®, ChFC®, and RICP® designations. The firm serves accomplished professionals and dental practice owners who have outgrown simple investment management and need planning that connects accumulation, risk, tax, retirement income, and legacy into a single roadmap.
The philosophy is steady and long-term. Face the present honestly, keep faith in the goal, and move with diligence rather than haste. That diligence runs through every category of the plan, investments, tax, protection, retirement income, and legacy, so nothing gets left to chance.
Print/Download Bio
Steven Kuza and his wife Sarah are raising three children, Tomas, Sonjia, and Marcus, in Michigan. Faith and family are the foundation of how he lives and how he works, and most of what he is building comes back to a single goal: helping other families live with security and purpose.
That goal became Kuza Wealth Partners, a firm built to help successful families, business owners, and dental practice owners build, protect, and pass on wealth with clarity. Steven founded it around a simple idea: most people don’t need more financial products, they need one coordinated plan and someone to quarterback it.
That is the model. Kuza Wealth sits at the center of a client’s financial life and coordinates the specialists around it, tax, legal, valuation, practice transition, estate, and insurance, so every decision points in the same direction. The aim is financial clarity, because clarity is what lets people live boldly instead of guessing.
In the business since 2009, Steven holds the CFP®, CLU®, ChFC®, and RICP® designations. The firm serves accomplished professionals and dental practice owners who have outgrown simple investment management and need planning that connects accumulation, risk, tax, retirement income, and legacy into a single roadmap.
The philosophy is steady and long-term. Face the present honestly, keep faith in the goal, and move with diligence rather than haste. That diligence runs through every category of the plan, investments, tax, protection, retirement income, and legacy, so nothing gets left to chance.