The professionals at Kaydan Wealth Management, Inc. provide much more than just investment advice. Their singular focus is to make a difference in the lives of their clients and their families. Owner and founder, James B. Kruzan, CFP®, CRPC®, along with his 12 employees, are well-trained, and highly educated. The Financial Advisors at Kaydan Wealth Management are licensed as fiduciary wealth management professionals. As advocates, they work closely with their clients to help clarify the financial landscape and navigate life’s most important events, including retirement. They achieve this through thoughtful, unbiased advice, meaningful portfolio management and impeccable service.
“The need for the kind of work we do is more valuable today than ever because so many pensions have been compromised. This is especially true for those individuals who work in the automotive industry and live in our community,” Kruzan says.
Kaydan Wealth Management is the brainchild of its owner, Jim Kruzan, who embarked on a solo career when he launched the firm more than 30 years ago. The names of his two children, Kaylee and Brendan, inspired the name for the company and also represent the family-like relationship team members and their clients have.
“As a process-driven firm, we provide our clients with a clear vision and road map to help them feel confident and ready for retirement,” Kruzan says. “We do a lot of consulting, and that is the real value we add to our client relationships. Each member of our team strives to serve as a true champion of our clients’ goals and best interests – to be there for each of them as an experienced professional, as an unbiased sounding board and as a trusted counselor.” As an Independent Registered Investment Advisor, Kaydan Wealth Management provides wealth management solutions for employees of the automotive industry. “I’m a car nut; I like horsepower and figuring out how things work. I understand how engineers think and I find them to be very interesting to work with,” Kruzan says.
“I can’t think of another industry which inflicted as much change on their employees as that of the automotive industry. Bankruptcies and re-engineering have greatly reduced the actual post-retirement benefits paid to a retiree, compared to what those benefits would have projected out to be just 20 years ago. These adjustments are creating a large gap which needs to be filled. It’s our job to help find effective ways to plug that gap.”
Though the automotive industry is their sweet spot, Kruzan and his team have developed skills and experience over the years that are transferable to other professions as well, including education, entrepreneurship, engineering, science, business, and the manufacturing industry.
We believe constructing a successful retirement has far more to do with the advice given – the many small decisions made–than an actual investment or investment strategy. The tax efficiency of the investment decisions, how and when Social Security is taken, and an efficient, rules-based cash flow strategy are far more important in the long term.
Kaydan Wealth Management has offices in both Fenton and Auburn Hills. Kruzan and his team are very active in giving back to their community by hosting their annual One Warm Coat Drive, adopting families during the holidays, participating in local Relay For Life and Fight Against Alzheimer’s fundraisers, and volunteering at Food Bank of Eastern Michigan, just to name a few. Kruzan also supports the Fenton Education Foundation by serving as both Trustee and a Finance Committee Chair.
329 W. Silver Lake Rd., Fenton, MI 48430
T 810.593.1624, F 810.593.1643, 800.638.6900
Auburn Hills Office:
2701 Cambridge Ct., Ste. 412, Auburn Hills, MI 48326
T 248.625.2993, F 248.625.7032
DISCLAIMER: Kaydan Wealth Management, Inc. is an independent firm. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. The opinions expressed are those of Kaydan Wealth Management and are not necessarily those of Raymond James. Investing involves risk, investors may incur a profit or loss regardless of the strategy or strategies employed.
2016 FT 400 Disclosure: The Financial Times 400 Top Financial Advisors is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
This recognition does not guarantee future investment performance, and may not be indicative of individual clients experience.