Clients We Serve
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.
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.
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.
Tailored to you
CD Wealth Management is dedicated to partnering with our clients in the pursuit of growing and preserving their wealth.
Learn more about Wealth Management
Learn more about Wealth Accumulation
Learn more about Deferred Compensation
Learn more about Risk Management
Learn more about Portfolio Mangement
Learn more about Financial Planning
Learn more about Distribution Planning
Learn more about Estate Planning
Main wage earner passes away, now what?
Norma’s husband passed away suddenly leaving her with bills, a mortgage, and no plan for her and her children’s futures.
Helping a conservative client
Dennis owned a small family business and earned a modest income. He worried if he’d have enough to provide for a comfortable retirement.