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 CD Wealth Management

Market momentum continues to be positive, led by financials and energy, as investors favor value over growth.

By CD Wealth Management

Remember the first rule of gambling: Never gamble what you can’t afford to lose.

By CD Wealth Management

Avoiding potentially higher capital gains rates may be a good idea, if it fits your overall financial plan.

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!