No news is good news.
While nothing else is changing at the offices of Jim Kruzan, founder and senior wealth manager at Kaydan Wealth Management offices in Fenton, you will notice a re-branding effort of the company Kruzan founded in 1987.
Updated signs, website, stationery and other branding tools will solely feature the Kaydan Wealth Management name and logo.
This business name reflects this company’s strong mission statement, professional client financial services and strategic offerings that are unique to its offices in Fenton and Auburn Hills.
While this name has been in use for awhile, it has often been paired with Kruzan’s name or Raymond James Financial Services, creating the possibility of confusion for clients or prospective clients.
“I didn’t want to limit our company by using my name, and I wanted the name to be easy to pronounce and remember,” Kruzan said. “We are proud of our long, trusted relationship with Raymond James. We feel that re-branding our company using just our name will tell our clients that we offer services unique to Kaydan Wealth Management that aren’t offered at all Raymond James offices.”
The name also makes room for the growing number of financial managers inside Kaydan Wealth Management. Some of the services offered are financial planning, investment planning, retirement planning, lifestyle planning, wealth transfers and tax planning. For a complete list of services offered, visit our new Service page on www.KaydanWealthManagement.com. The name “Kaydan” is actually derived from the names of Kruzan’s two children, Kaylee and Brendan. “Wealth is more than the accumulation of things,” Kruzan said. “It’s also about faith and family. These two mean the world to me.”
Kaydan Wealth Management has served the Fenton community and called it home since 2008. The local office is conveniently located just outside of downtown Fenton, across from Tim Horton’s, at 329 W. Silver Lake Rd.
Kruzan and his team have more than three decades of experience in guiding the financial futures of successful professionals and clients from all walks of life. From the beginning, Kaydan Wealth Management focused on employees of Michigan’s automotive industry, helping them invest wisely during their working years, helping them to retire comfortably.
Centered on building complete and customized wealth plans, Kaydan Wealth Management’s focus has always been on the individual, not the corporation, advocating always for the employee and his or her family.
Kruzan and his team have been recognized by many top industry awards, including most recently being named to Raymond James 2018 Global Top 50 Advisors and Forbes 2018 Best-in-State Wealth Advisors.
Kaydan Wealth Management, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Kaydan Wealth Management, Inc.
Raymond James 2018 Global Top 50 Advisors: Invitees selected based on 2017 fiscal year production. A total of 58 financial advisors were selected across the globe. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Forbes or SHOOK Research.