Bigger, Bolder Retirement

Unlocking Your 
Financial Potential

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

Navigating Your Path to Financial Success

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

Jim Kruzan

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

Personalized Solutions for Every Stage of Your Financial Journey

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.

Service Models

Diverse Service Models for Your Unique Goals

Wealth Management

Home, Work, Resources, & Life

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Portfolio Management

Low-Cost, Low-Touch

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Wealth Coaching

Subscription-Based Wealth Management

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