Protect and Grow Your Legacy

CD Wealth Management brings experience, vision, and independence to help grow, maximize, and protect our clients’ assets and legacies.

Clients We Serve

Discover how our comprehensive standard of care helps you examine your financial picture from every angle.

We have resources to help newly divorced or widowed women make smart and informed financial decisions.

We’ll help you pursue your next opportunities, organize your financial life, set priorities, and pursue your goals.

CD Wealth Management is dedicated to partnering with our clients in the pursuit of growing and preserving their wealth.

By Scott R. Cohen

Norma’s husband passed away suddenly leaving her with bills, a mortgage, and no plan for her and her children’s futures.

By Scott R. Cohen

Dennis owned a small family business and earned a modest income. He worried if he’d have enough to provide for a comfortable retirement.

By Scott R. Cohen

Cynthia was referred by a friend to CD Wealth Management after her husband unexpectedly passed away.

At CD Wealth Management, we take you on a comprehensive onboarding journey to understand your financial health.

The most important thing we can do for you is ensure your understanding of the process and our fees.

Send us your contact information and one of our representatives will be reaching out soon!