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

Individuals and Families
Women and Financial Wealth
Owners and Executives in Transition

Individuals and Families

We help you create more of what you value

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

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Women and Financial Wealth

Compassionate help for single, divorced or widowed women

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

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Owners and Executives in Transition

Changing jobs or selling your business? We’ll help you navigate the maze.

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

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Tailored to you

Our Services

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

Insights

The market’s moving: Keeping up with China, Washington and COVID

By CD Wealth Management

The stock market Is digesting a potential default by China Evergrande group, inflation, proposed tax hikes, the Fed’s plans to taper and the pandemic.

Here’s what we’re watching after the market’s stumble

By CD Wealth Management

The market is digesting mixed messages as well as the impact of the Delta variant, inflation and the Fed’s actions.

Making sense of the economy’s mixed messages

By CD Wealth Management

Economic indicators can send mixed signals to the stock market; it is important to see the big picture and follow economic trends.

Additional Information

Our Process

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

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Our Fees

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

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