Bigger, Bolder Retirement
At Kaydan Wealth Management, we’re dedicated to helping you achieve your financial aspirations with confidence and clarity. Our personalized wealth management services are designed to guide you through every stage of your financial journey, providing tailored solutions that align with your unique goals.
Always a Fiduciary
We stand out with our unwavering commitment to providing you with a superior financial experience. Our services are thoughtfully tailored to fit your specific needs, ensuring that your financial strategy is uniquely aligned with your goals and circumstances. Backed by a team of seasoned professionals, including Certified Financial Planners™, we bring a wealth of knowledge to guide you on your financial journey. Your success is our top priority, and we are dedicated to delivering personalized solutions that empower you to achieve your aspirations.
Founder of Kaydan Wealth Management
CFP®, CRPC® | Senior Wealth Advisor
Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.
Not Just For The Wealthy
We believe that financial guidance should be accessible to all, regardless of their life stage or financial standing. With our subscription-based models, we make trusted financial advice readily available, giving you the freedom to choose the level of service that best suits your preferences and requirements. Whether you’re just starting out or planning for retirement, our accessible approach ensures that you can take charge of your financial future with confidence and peace of mind.
Choose Kaydan Wealth Management as your trusted financial partner, and experience the difference that tailored solutions and accessibility can make in unlocking your financial potential.
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.
©2024Banco de Mexico Diego Rivera Frida Kahlo Museums Trust, Mexico, D.F. / Artists Rights Society (ARS), New York