Shane Dennehy

I have heard that some people do not find their life purpose until later in life. I was fortunate to identify a career that enhanced my passion for helping others and building relationships early in my professional life. Over the last decade, I have advised affluent families for one of the top national wealth management firms. I’ve heard hundreds of stories of how clients acquired their wealth, and I’ve noticed a common theme. They were able to slowly grow their wealth through good spending and saving habits. And the earlier they adopted those habits, the more beneficial it was for them in the long-term. The small things really do add up! My business partner, Daniel Caycedo, and I had a realization. If we wanted to make the largest impact on our clients, we needed to reach them earlier in their journey to financial freedom. However, young professionals are not the “ideal” client for "traditional" national wealth management firms, because young professionals don’t typically have enough to meet the traditional firm's minimums. Why offer financial advice only to those who have already achieved financial freedom? We want to help people get there! That’s why we started CayDen Wealth Management. We believe that young families, professionals, and pre-retirees deserve and need professional financial advice and planning as much as, if not more than, people with established wealth.

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