Caden Lee understands that a business is a cornerstone of a family’s story. As a financial advisor with WestPoint Financial Group, he is driven to help fellow entrepreneurs in the Madison area write the next chapter: one of lasting growth, legacy, and generational wealth.
Leveraging over six years of industry experience and six years as a successful business owner, Caden brings firsthand knowledge to the table. He moves beyond traditional financial planning to partner with clients on comprehensive strategies that align business objectives with family aspirations. Whether it’s scaling operations, planning for a future transition, or ensuring wealth is passed on meaningfully, Caden provides the customized guidance needed to build a legacy that endures.
Caden’s commitment to community is a core part of his identity. He is the founder of the Middleton Friendship Initiative, which partners with the local organization Rise to help advance the wellness of children and families through early childhood and mental health services. In addition to this work, Caden serves as a volunteer at his local fire department and as a worship and youth leader at his church.
When he’s not serving his clients or community, he can be found riding his motorcycle, working out, or playing his guitar.
