CayDenWEALTH MANAGEMENT

Plan. Save. Invest.

A clearer path to
building wealth.

You’re building a life. Let’s make sure your money is moving with it.

Fiduciary financial planning, investments, and taxes—connected by one team that helps turn your goals into action. From your first major milestones to the wealth you want to protect.

Schedule a free financial review Explore your path

Fiduciary. Fee-only. Built around your life.

YOUR WEALTH JOURNEY↗
Your goals.
A bigger picture.
CayDen Wealth Management mountain logo
  1. 01 / BUILDEmerging Wealth
  2. 02 / GROW$250k milestone
  3. 03 / MANAGE & PROTECTPinnacle
    Wealth Management
Build your wealth. Grow your support. Keep moving forward.

Thoughtful advice.
One coordinated team.

Financial planning
+
Investment management
+
Tax planning & filing

Designed for the climb

Your wealth grows.
Your support grows with it.

You don’t need to have everything figured out before you begin. We help you build a repeatable process today, then expand the planning as your financial life becomes more complex.

THE WEALTH BUILDING PATH

Build with intention.
Graduate with confidence.

The goal isn’t just a larger account balance. It’s more choices, less financial guesswork, and a team that knows where you’re headed.

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  1. 01
    EMERGING WEALTH

    Build your foundation

    Turn income into a deliberate savings and investment strategy. Connect cash flow, benefits, retirement goals, and tax decisions.

  2. ↗
    YOUR GRADUATION MILESTONE

    $250,000 managed with CayDen

    Graduate from Wealth Accelerator to Pinnacle. Your advisory relationship continues; your service model evolves.

  3. 02
    PINNACLE WEALTH MANAGEMENT

    Coordinate what comes next

    Bring more complex investment, tax, retirement, estate, and family wealth decisions into one coordinated plan.

The graduation milestone is a service threshold, not a projection or guarantee of investment growth.

Put a number to your next chapter

What’s your
financial freedom number?

Explore a rough retirement portfolio target and monthly saving estimate, then turn the conversation into a plan with your CayDen team.

Find your financial freedom number

Two stages. One long-term partnership.

A clear fit for where you are.
A plan for where you’re going.

Choose ongoing support that matches your financial stage, or start with a focused Financial Freedom Blueprint—with clear pricing before our first conversation.

01 / EMERGING WEALTHBuild your first $million

Wealth Accelerator
Program™

For households turning strong earning and saving habits into a lasting financial foundation.

$350/ month

$4,200 annually · Below $250,000 in assets managed with CayDen

  • Personalized financial plan and regular progress meetings
  • Cash-flow, savings, and debt strategy
  • Ongoing investment management
  • Tax planning and annual tax preparation & filing
  • Retirement planning and employer benefits review
  • Insurance needs analysis and year-round advisor access

Build the system. Put the plan into motion.

Start building your wealth
GRADUATE AT$250,000managed with CayDenON TO PINNACLE
02 / PINNACLE WEALTHYour next chapter

Pinnacle Wealth
Management™

For households ready to coordinate greater wealth, more moving parts, and bigger decisions.

1.25%/ year of AUM

Standard annual rate · From $250,000 in assets managed with CayDen

  • Everything in Wealth Accelerator, with broader planning
  • Advanced tax strategy and multi-account coordination
  • Retirement income and distribution planning
  • Estate, legacy, and wealth transfer coordination
  • Business-owner and equity-compensation planning
  • Family wealth conversations and direct advisory access

Family office focus. Big firm capability.

Explore Pinnacle
WHAT DOES AUM PRICING MEAN?

AUM means assets under management—the investments CayDen manages for you. Pinnacle’s standard annual advisory fee is 1.25%, subject to the applicable tiered fee schedule and your advisory agreement.

Actual fees follow the applicable tiered schedule, account values, and advisory agreement. The Wealth Accelerator subscription transitions to the Pinnacle AUM fee upon graduation. Investment expenses and custodial charges, where applicable, are separate.

A focused engagement. A plan you can act on.

Financial Freedom
Blueprints

Your goals deserve a clear path forward.

Bring your financial questions into focus with a personalized, project-based plan. We connect your goals, resources, investments, and tax picture into a written roadmap—so you know where you stand and which steps deserve your attention next.

  • Personalized written financial plan
  • Retirement and financial freedom analysis
  • Tax-planning roadmap
  • Investment recommendations and prioritized next steps
ONE-TIME FINANCIAL PLANNING

Starting at$5,000

A defined scope, a clear fee, and a plan built around your priorities. No ongoing subscription required.

Discuss your blueprint

Final fees reflect the complexity and agreed scope of your project. Ongoing advice, investment management, tax preparation, and implementation are separate unless expressly included in your agreement.

The whole picture, working together

More than an investment account.
A team for your financial life.

Good decisions connect. A tax choice affects cash flow. A savings plan affects retirement. We help you see the tradeoffs and follow through.

01 / PLAN

Give every dollar
a direction.

Prioritize your goals, understand your cash flow, and know what to do next. Your Financial Action Plan turns the big picture into manageable decisions.

02 / SAVE

Make progress
part of the routine.

Coordinate savings, debt, employer benefits, and tax opportunities. Build habits and automations that support the life you’re working toward.

03 / INVEST

Invest with
a purpose.

Align your portfolio with your goals, time horizon, and risk tolerance. Keep your investment strategy connected to the rest of your financial plan.

＋

Taxes belong in the plan.
Not on a separate island.

Tax planning and annual preparation are integrated into the relationship, with tax services delivered through CayDen Financial, our affiliated tax team.

From conversation to action

Know where you stand.
Decide what comes next.

Book your free review
01

Start with a conversation

Tell us about your goals, your financial questions, and what you want a professional team to take off your plate.

02

Connect the pieces

Organize accounts, review your tax picture, and identify priorities. We’ll explain the recommended service level and fees before you decide.

03

Put your plan to work

Implement your Financial Action Plan, meet regularly, and adjust as life changes. Your team stays alongside you.

People behind your plan

A real relationship.
A team in your corner.

Work with advisors who bring financial planning, investment strategy, and tax expertise into the same conversation.

Shane Dennehy, President and Senior Financial Planner

PLANNING & ADVICE

Shane Dennehy

CFP®, ChFC®

President · Senior Financial Planner
Wealth Advisor

Chadron State College

Connect on LinkedIn
Daniel Caycedo, Partner and Wealth Advisor

INVESTMENTS & TAX STRATEGY

Daniel Caycedo

EA, ChFC®, MSA, MSM

Partner · Investment & Tax Strategist
Wealth Advisor

Master of Science in Accounting
Master of Science in Management

Connect on LinkedIn
Skyler Gillespie, Associate Wealth Advisor and Tax & Business Accountant

TAX & FINANCIAL PLANNING

Skyler Gillespie

CFP®, EA

Associate Wealth Advisor
Tax & Business Accountant

Purdue University
Financial Counseling & Planning

Connect on LinkedIn

Good questions. Clear answers.

Let’s make
the next step simple.

Want to talk through your situation?

Schedule a free financial review
Do I need $250,000 to work with CayDen?

No. Wealth Accelerator is designed for Emerging Wealth households building toward that milestone. The program is $350/month and brings planning, investment management, and tax support into one relationship.

What happens when I graduate to Pinnacle?

At $250,000 in assets managed with CayDen, you transition to Pinnacle Wealth Management. The monthly program subscription transitions to an AUM-based advisory fee, with a standard annual rate of 1.25%, subject to the applicable fee schedule. Your team continues with you as your planning needs expand.

Can I work with CayDen on a one-time financial plan?

Yes. Financial Freedom Blueprints are project-based planning engagements starting at $5,000. Your written plan connects retirement analysis, a tax-planning roadmap, investment recommendations, and prioritized next steps. We agree on the scope and fee before work begins. An ongoing subscription is not required; implementation and continuing services are separate unless included in your agreement.

Can I start directly with Pinnacle?

Yes. Households already meeting the $250,000 managed-asset threshold can begin with Pinnacle. We’ll review your accounts and planning needs together to confirm the right fit.

Are tax preparation and filing included?

Both ongoing service levels include tax planning and annual tax preparation and filing. Tax services are provided by CayDen Financial, a separate affiliated company. Your engagement documents define the scope for your household.

What if my portfolio drops below $250,000 after graduation?

You stay in Pinnacle. A market-related decline below the graduation threshold does not send you back to Wealth Accelerator.

Is CayDen a fiduciary?

Yes. CayDen Wealth Management is a fee-only fiduciary advisory firm. We put your financial interests first and explain our recommendations and fees so you can make informed decisions.

What can I expect from the first meeting?

A conversation about your current financial picture, goals, and priorities. We’ll explain how we can help, which service level fits, and what it costs. You can decide whether the relationship is right for you.

Your next chapter starts here

Build wealth with a plan.
Live life with more clarity.

Let’s talk about where you are, where you want to go,
and how your CayDen team can help you get there.

Schedule your free financial review