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Kaydan Approach

After nearly three decades spent serving the needs of highly motivated professionals and successful families, we've learned that most wealth management issues revolve around five key concerns: wealth preservation, tax mitigation, wealth transfer, wealth protection, meaningful charitable gifting.

So, we follow a wealth management process designed to help us address each of these areas fully and individually – based on your unique situation. This approach centers on first establishing a complete understanding of your financial goals and then setting a steady pace toward achieving them through meaningful, regularly scheduled, agenda-driven communication.


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The Wealth Management Process
Comprehensively evaluate the entire range of financial needs, outline
recommendations for moving forward, and consistently monitor and revise plan

The Wealth Management Network
Coordinate a team of carefully selected experts, each with
a high level of knowledge and skill in key financial areas

Fenton Office: 329 West Silver Lake Road // Fenton, MI 48430 // 810-593-1624 // 800-638-6900 // Fax: 810-593-1643 // Map and Directions
Auburn Hills Office: 2701 Cambridge Court Suite, 412 // Auburn Hills, MI 48326 // 248-625-2993 // Fax: 248-625-7032 // Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC Privacy Notice

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Kaydan Wealth Management, Inc. Kaydan Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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