We are exceptional wealth managers who always put our clients first.

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Tailored to You

Our Specialties

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

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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.

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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.

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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.

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Tax Planning

We offer broad-range planning that aims to mitigate your tax exposure, whether you are in the prime earning years of your career or enjoying your well-earned retirement.

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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.

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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.

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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.

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Deferred Compensation

We design long-term incentive plans to help privately owned companies retain their most valuable employees with “golden handcuffs” strategies that provide tax efficiency and asset liability planning.

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Full Service, Full Transparency

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Our Process

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

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Our Fees

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

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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.

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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.

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Privately Held Businesses

Benefit plans to help you attract and retain key employees

We offer robust deferred compensation and executive benefit programs with an all-encompassing platform that includes plan design, financing, communication and day-to-day servicing.

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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.

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Industry Recognitions

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