CayDen Wealth Management

We specialize in building wealth

Financial planner in Broomfield, CO (show on map)

5.0

★★★★★

20 reviews

CayDen Wealth Management offers comprehensive financial planning, tax minimization, budgeting, investing, and annual tax filing services tailored for both personal and high net worth clientele.

Call (720) 520-0826

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About

CayDen Wealth Management specializes in building wealth through personalized financial planning, tax minimization, budgeting, and professional investment management. The firm offers two primary service tiers: Financial Foundations for individuals with incomes over $60,000 and investable assets under $300,000, and Private Wealth Management for high net worth households with dynamic planning needs and assets exceeding $300,000.

Both tiers include annual tax filing services, proactive tax planning, cash flow analysis, and tailored investment strategies. The team comprises Shane Dennehy (President & Sr. Financial Planner), Daniel Caycedo (Partner & Investment & Tax Strategist), Mario Caycedo (Director of Small Business Growth Solutions), and Catherine Caycedo (Corporate Counsel).

Comprehensive financial planning with annual tax filing services

Proactive tax planning and minimization

Goal and resource-driven approach

High-net-worth tailored solutions with dynamic planning

Services

Financial Foundations

Goals and resource driven financial planning, tax services, and investment management for individual savers and investors with income between $50,000 - $80,000/yr, and less than $300,000 in investable assets.

Monthly subscription pricing: $150 per month + 0.5% of assets under management Annual tax filing services included Proactive tax planning and minimization Budgeting and cash flow analysis

Emerging Wealth

Comprehensive financial planning, tax services, and investment management for individuals and households with income over $100,000, and less than $300,000 in investable assets. Includes annual tax filing services.

Quarterly financial action planning Monthly subscription pricing: $350 per month Proactive tax planning and minimization Budgeting and cash flow analysis

Private Wealth Management

High-net-worth individuals, households, and families with dynamic financial planning needs. Includes tax services, investment management, and quarterly goals & resource-driven financial action planning.

Assets Under Management Minimum: $300,000 Service fee: 1.25% of assets under management Quarterly goals & resource-driven financial action planning Proactive tax planning and minimization Comprehensive investment management

Tax Planning & Advice

Individual tax planning, minimization, and filing services starting at $55/month. Complexity-based pricing.

Monthly subscription pricing starting at $55 Proactive tax planning and minimization Annual tax filing services included Complexity-based pricing

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER™

ChFC®

PMP

CSMD

Esq

MAC

Reviews

Rating

★★★★★

Reviews

"They have helped me learn, plan, save and invest to reach my goals."

Frequently Asked Questions

What is the minimum assets under management for Private Wealth Management? +

The minimum assets under management for Private Wealth Management is $300,000.

What is included in the Financial Foundations service? +

Financial Foundations includes goals and resource-driven financial planning, tax services, investment management, and annual tax filing services for individuals with income between $50,000 - $80,000/yr and less than $300,000 in investable assets.

How much does the Tax Planning & Advice service cost? +

Tax Planning & Advice starts at $55 per month, with pricing increasing based on complexity.

What are the service tiers offered by CayDen Wealth Management? +

CayDen Wealth Management offers two primary service tiers: Financial Foundations for individuals with incomes over $60,000 and investable assets under $300,000, and Private Wealth Management for high net worth households with dynamic planning needs and assets exceeding $300,000.