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Kaydan Services

As a comprehensive wealth management firm, we offer much more than advice. We provide an encompassing financial planning and management program designed to help truly driven people simplify and streamline their finances and lead fuller lives.

Centered on building complete and customized wealth plans, this systematic program offers a full complement of sophisticated financial planning services by combining three disciplines – investment consulting, advanced planning and relationship management.

To efficiently achieve our clients varying investment concerns, we utilize a number of strategies and analytics including:

  • Historical Performance
  • Risk Evaluations
  • Asset Allocation
  • Creation of an Investment Policy Statement
  • Portfolio Preservation

Much of the work we do with our clients transcends the scope of simply investment management. Our advance planning capabilities allow us to provide meaningful solutions in the areas of:

  • Wealth Enhancement
  • Wealth Transfer
  • Wealth Protection
  • Charitable Gifting

Upon building a deep understanding of our clients' most important goals and concerns, we look to our extensive network of legal, insurance and tax professionals to help us coordinate all the components of your plan into one cohesive wealth solution.

Comprehensive Services

Kaydan Wealth Management offers a comprehensive menu of wealth enhancing services to ensure each of your most important financial concerns is thoroughly and thoughtfully addressed. As an independent firm, our decisions and solutions are always based on the best interests of our clients, not on the placement of certain products, investments or some other hidden agenda.

Wealth Planning

Our thorough analysis of each client's resources, circumstances, needs and goals is the basis for a customized wealth plan and investment strategy. This plan will address your most important goals and concerns, whether those goals include reaching a comfortable retirement, providing for a child's education, building your legacy through a carefully designed estate plan, maximizing tax advantages, or protecting your life's work through the selection of appropriate risk transferring tools.

Asset Management

Our thoughtful and differentiated approach to portfolio management is a core strength at Kaydan Wealth Management. Using proven principals of asset allocation and modern portfolio theory coupled with tactical adjustments, we design customized portfolios that combine stocks, bonds, mutual funds, exchange-traded funds, closed-end funds and alternative investments. This blend of assets is tailored to your individual goals, risk tolerance, risk capacity, time frame and stated investment objectives. Our many years of investment experience help to provide you with meaningful investment advice and well-informed, thoroughly researched recommendations. We continuously monitor and adjust the various aspects of your portfolio so asset allocations remain consistent with your stated objectives. An elegant communication system measures and reports your progress toward these goals every step of the way.

Risk Management

Managing financial risk is a core principal of contingency planning. To help ensure that our clients are well prepared for the unexpected – such as accidents, illnesses, disability and property loss – we evaluate existing risk management strategies and, as needed, make recommendations to provide proper protection.

Tax and Estate Planning

Kaydan Wealth Management will work closely with your accountant, attorney and other advisors to ensure that every member of your financial team is working together toward your unique goals. Should you need additional expertise in the areas of asset pricing, liability management, bequests or estate disposition, we can draw on our extensive network of financial professionals.

Client Advocacy

Another important aspect of our role is assisting clients' families with communication, planning an role definition in regards to short- and long-term wealth planning decisions. We can help address critical issues like business succession, philanthropy, bequests and the ongoing management of family wealth. This valuable aspect of our service contributes to both the present and future stewardship of our clients' assets.

Corporate and Executive Services

Our team specializes in providing consulting services to successful corporate executives on a variety of issues that are unique to their situations. Our years of experience make us uniquely capable to analyze a variety of executive benefit programs and deliver data-driven advice for clients entertaining a mid-career transition. Our Benefit Equalization Analysis provides meaningful direction for those contemplating a corporate leave for another employment opportunity or self-employed consultancy.

Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

Changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

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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