An exceptional independent fiduciary that always puts its clients first.

Read More

Tailored to You

Our Services

With experience, vision and independence,
CD Wealth Management helps clients grow, maximize and protect their assets and legacies.

two professionals shaking hands
Women in glasses educates a client
Female mentor leader coach teaching employees and clients
Two Women working with computer, selective hands hold notebook paper.
a woman and man sit opposite each other talking in an office
a couple posing for the camera

Wealth Management

CD Wealth Management offers comprehensive planning that is aligned and in sync with your investment portfolio, with a wide range of services that encompasses all aspects of your financial life.

Learn More

Portfolio Management

Our team of professionals creates and recommends portfolios to meet your specific, individual financial goals with an intense focus on rebalancing accounts to stay in line with your objectives and risk tolerance.

Learn More

Financial Planning

We comprehensively assess your financial standing so we can help you develop long-term goals, take stock of your net worth and work toward your needs, from emergency funds and college savings to tax planning and retirement.

Learn More

Distribution Planning

We take a big-picture approach to help you build a reliable, lifelong income stream from your accumulated savings so you maximize your retirement income while minimizing your investment taxes.

Learn More

Liquidity Management

We carefully manage our clients’ portfolios by focusing on publicly traded liquid markets, which allows us to buy and sell investments more easily, reducing the value disruption that can occur in market downturns.

Learn More

Estate Planning

We offer comprehensive planning to ensure that your legacy will be protected well beyond your lifetime — and that your assets will be preserved, managed and distributed according to your wishes.

Learn More

Full Service, Full Transparency

a hand points at a printed pie graph

Our Process

Our planning process has the rigor and comprehensiveness you would expect when trusting a firm with your financial well-being.

Learn More

two people shaking hands

Our Fees

Our business is built on transparency. You deserve to know what your financial planners are charging you for their services.

Learn More

Clients We Serve

We are dedicated to partnering with our clients in the pursuit of growing and preserving their wealth.

Individuals & Families

We’re here to help you create more of what you value

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

Learn More

Women & 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.

Learn More

Owners & Executives in Transition

Navigate the maze of changing jobs or selling a business

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

Learn More

Want to get in touch?

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

We’d Love To Talk To You