by: Danielle Howard
Congratulations are in order for Jim Kruzan, CFP®, CRPC®, Founder and Senior Wealth Advisor at Kaydan Wealth Management, who was named to the Forbes 2022 list of Best-In-State Wealth Advisors for the fifth straight year. The list, which recognizes advisors from national, regional, and independent firms, was released on February 7, 2022. R.J. Shook of SHOOK Research said,
“The very best advisors are laser-focused on having a positive impact on their clients’ lives; they want to add meaning, help them live better lives.”
Shook’s statement couldn’t align more closely with Kaydan Wealth’s own mission statement. All of Kaydan Wealth’s solutions, processes, and services are designed to help make a positive impactful difference in the lives of its clients and their families. If you want to learn more about how Jim Kruzan and the Kaydan Wealth team can help you lead a more meaningful life, start a conversation by calling 810-593-1624 or schedule an Introductory Call.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information about SHOOK Research methodology, click here.