Welcome to CayDen Wealth Management, a Financial Planning, Tax, and Investment company that stands as your trusted partner in achieving financial success. We specialize in providing virtual, comprehensive wealth management services tailored for high-performing professionals and their families.
At CayDen, we understand that life is dynamic, and so should be your financial planning. Our mission is to help you and your family confidently plan, save, and invest to reach your financial goals, build wealth, and realize your own version of financial freedom."
Your financial journey is unique, and that's why at CayDen Wealth Management, we become your strategic partner. We act as the CFO to you being the CEO of your household. You provide the goals, and we provide you with the data, insights, and advice needed to make confident financial decisions.
Our passion for helping clients and their families succeed drives every decision we make. The CayDen team is dedicated to lifelong education and staying ahead of the curve, ensuring that your wealth is managed with precision and foresight.
Experience the difference with CayDen Wealth Management. Your journey to financial freedom begins here. Contact us today, and let's plan, save, and invest for financial success together. Schedule your zoom-video intro meeting and Free Financial Review by following this link: https://calendly.com/caydenwealthmanagement/introductory-call?month=2024-06 About the CayDen advisors:
Daniel Caycedo is the Investment & Tax Strategist, as well as a Wealth Management Advisor for CayDen Wealth Management, a Colorado registered investment advisory firm with offices located in Broomfield, Colorado and Charlotte, North Carolina. Daniel works out of CayDen Wealth Management's Charlotte office, providing virtual, fiduciary, comprehensive wealth management and tax services for high performing professionals and their families. Services include proactive Financial Planning, Investment Management, & Tax Services. Shane Dennehy is a CERTIFIED FINANCIAL PLANNER™ professional, as well as the President and Sr. Wealth Management Advisor at CayDen Wealth Management, a Colorado registered investment advisory firm with offices located in Broomfield, Colorado and Charlotte, North Carolina. Shane works out of CayDen Wealth Management's Broomfield office, providing virtual, fiduciary, comprehensive wealth management and tax services for high performing professionals and their families. Services include proactive Financial Planning, Investment Management, & Tax Services.
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