5280 Wealth Management, LLC doing business as CayDen Wealth Management (“CWM”) recognizes that our
relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your
privacy and to preserve the private nature of our relationship with you. We place the highest value on the
information you share with us. CWM will not disclose your personal information to anyone unless it is required by
law or at your direction. We will not sell your personal information.
We want our clients to understand what information we collect, how we use it, and how we protect your personal
Why We Collect Your Information
We gather information about you so that we can:
● Help design and implement the investment and financial planning related services we provide you; and
● Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” (“NPI”) about you:
● Information from our initial meeting or subsequent consultations about your identity, such as your name,
address, social security number, date of birth, and financial information;
● Information that we generate to service your financial needs; and
● Information that we may receive from third parties in connection with the services we provide you.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain
circumstances. CWM may disclose client's NPI: (1) to individuals and/or entities not affiliated with CWM,
including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e.,
broker-dealer, sub-advisers, account custodian, record keeper, etc.); (2) service providers contracted by us in order
for us to perform the duties in furtherance of the client's engagement with CWM (i.e. client management systems,
archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of
attorney; (4) when we receive your prior written consent; and (5) as otherwise permitted to do so in accordance
with the parameters of applicable federal and/or state privacy regulations.
information not covered under applicable law, CWM will allow its clients the opportunity to opt-out of such
How We Protect Your Personal Information
Privacy has always been important to CWM. We restrict and limit access to client information only to those who
need to carry out their business functions. We safeguard client information by preventing its unauthorized access,
disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal
information. Arrangements with companies or independent contractors not affiliated with CWM will be subject to
will continue to treat your nonpublic information with strict confidentiality. We maintain all records regarding all
former clients for the retention period required by law.
Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Shane
Dennehy, Chief Compliance Officer of CWM. Please contact Shane Dennehy at (720) 520-0826.