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Wealth Management

Wealth Plans Created to Achieve a Bigger, Bolder Retirement

Holistic Solutions

Turning Your Dreams and Aspirations into a Reality

At Kaydan, we believe that true wealth management goes beyond numbers and investments. Our approach is built on a foundation of trust, collaboration, and an unwavering commitment to your financial success. We understand that your financial journey is unique, and that’s why we adopt a personalized, client-centric approach to cater to your specific needs and aspirations. 

Pulling in the Same Direction

Financial Planning with a Purpose and Vision

Our Wealth Management service separates itself with our signature Evolutionary Wealth Process. This collaborative and comprehensive approach integrates investment consulting, advanced financial planning, and relationship management. We work closely with you to create a complete financial roadmap that aligns with your short-term goals and long-term dreams. Your Advanced Plan and Personalized Roadmap act as powerful tools, helping us fuel your ambitions and track your progress along the way.

One of the key differentiators of our Wealth Management service is the focus on relationship building. We see ourselves as not just advisors but as your trusted partners, confidants, and advocates. Our team of experienced professionals conducts regular Strategy and Tactic Meetings, ensuring we stay connected and informed about your changing needs. Additionally, we provide exclusive educational and social events for our clients, fostering a close-knit community of like-minded individuals who share a vision for financial growth.

Comprehensive Wealth Management Plans

We recognize the diverse financial needs of each individual, which is why we present our unique Dual-Path Wealth Management Models as distinct options to cater to your preferences. The 360 model places a strong emphasis on advisor-driven guidance, while the 180 model puts you at the forefront with a client-centric focus and an educational foundation. Both avenues can lead to the achievement of your financial goals. Your choice reflects your preference, without compromising on the potential to attain the outcomes you desire.

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Kaydan 360

Personally integrated, collaborative, and all-encompassing wealth management. 

Guided by our signature Evolutionary Wealth Process, this fee-based service model integrates investment consulting, advanced financial planning, and relationship management in a collaborative, client-centric, advisor-driven experience. It uses tools like Your Advanced Plan and Your Personalized Roadmap to help fuel your goals and track your progress. 

  • Comprehensive Planning
  • Portfolio Solutions (Strategic & Dynamic)
  • Timely Strategy Meetings With CFP®
  • By Invitation Only Client Educational & Social Events
  • Full KWM Communication Package
  • Family Pricing
  • Additional Tiered Services
    (Tax Planning Advice, Family Meetings, & More)

*Please Reference Exhibit A Kaydan 360 Fee Schedule. 

Kaydan 180

Entry-level wealth management and education services. 

This fee-based service model integrates active portfolio management with client-driven wealth management education. Kaydan 180 provides access to a dedicated Certified Financial Planner™ to help provide counsel and feedback on various financial planning topics by way of our Evolutionary Wealth Process.

We are your trusted sounding board on all things financial. 

  • Focused Planning
  • Portfolio Solutions (Strategic)
  • Annual Review With Assigned CFP®
  • By Invitation Only Client Educational Events
  • Full KWM Communication Package

*Please Reference Exhibit A Kaydan 180 Fee Schedule. 

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Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.

Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.

Investment advisory services offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the United States Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the options presented. Information on this web page is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this web site does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. External links are being provided for informational purposes only. Past performance may not be indicative of future results. Investing involves varying degrees of risk and there is no guarantee that any specific investment will either be suitable or profitable for a client’s investment portfolio.

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