Dyken Wealth Strategies, Inc.

Dyken Wealth Strategies provides ongoing portfolio management, financial planning, and pension consulting to individual investors and to pension or profit‑sharing plans. The firm implements client strategies through written Investment Policy Statements and may direct portions of client assets to third‑party advisers or mutual fund families as part of its services.

The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with a primary emphasis on mutual funds and periodic portfolio monitoring; clients receive monthly account reports from custodians. Dyken Wealth Strategies does not exercise investment discretion and reports essentially all assets as non‑discretionary, and it conducts due diligence when recommending third‑party money managers.

What distinguishes this firm from many peers is its combination of advisory services with affiliated insurance activities — the firm’s principal is a licensed insurance agent and operates an affiliated insurance business and may offer commissionable insurance products. The firm also accepts pension consulting engagements and serves plan clients while using fee‑sharing and referral arrangements with named third‑party managers, features that are less common among independent advisers of this type.