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Tailored Wealth Management Aligned with Your Dreams and Aspirations

Bigger, Bolder Retirement

We believe everyone deserves a bigger, bolder retirement and that’s why we’ve put careful thought into the services we offer.

We recognize that not everyone has the same goals or timeline, nor do they require the same level of support or service. That’s why instead of offering a single service model or a minimum asset level like most other firms, we offer several different service models to help better align your needs, resources, and time frame with the services, tools, and talents of a trusted, well established wealth management firm.

A one-size-fits-all service model simply doesn’t benefit everyone equally. Explore your options and discover what makes the most sense for your unique needs.

Your Trusted Fiduciary Partner: Putting Your Best Interests First

We are our clients’ trusted confidants, counselors, and unbiased sounding boards.  

At Kaydan, we’re not just fiduciaries – we’re your proactive advocates. We anticipate your needs, addressing potential concerns you might not even know exist. As confidants, we go beyond advice; we’re dedicated to guiding you through financial complexities with transparency and care. Whether it’s comprehensive planning, investments, or retirement, our client-centric approach ensures your financial journey is backed by our proactive knowledge. We’re not just here to help; we’re here to empower, advocate, and lead you towards success.

Service Models

Diverse Service Models for Your Unique Goals

Wealth Management

Home, Work, Resources, & Life

  • Subscription-Based Wealth Management
  • Personalized investment management
  • Tax strategies and estate planning
  • 360-degree view of your finances
  • Tailored roadmap for long-term financial success
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Portfolio Management

Low-Cost, Low-Touch

  • Professional investment guidance 
  • Personalized portfolio management
  • Low-cost, low-touch approach
  • Focus on market insights
  • Confidence in capable hands
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Wealth Coaching

Subscription-Based Wealth Management

  • Affordable, subscription-based service
  • Entry-level financial guidance 
  • Accessible to all 
  • Workplace retirement planning for all career stages
  • Foundation for lasting financial well-being
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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.

Investment advisory services offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the United States Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the options presented. Information on this web page is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this web site does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. External links are being provided for informational purposes only. Past performance may not be indicative of future results. Investing involves varying degrees of risk and there is no guarantee that any specific investment will either be suitable or profitable for a client’s investment portfolio.

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