About Us

Our vision

We are exceptional independent fiduciaries who always put our clients first. With experience, insight and intentionality, we deliver wealth planning that transforms people’s lives.

CD Wealth Management is a Dallas-based financial advisory and wealth services firm offering personalized financial planning and wealth management for families, corporate executives, closely held businesses, people in transition and not-for-profit institutions. We focus on our clients’ needs and strive to tailor our services to meet their individual circumstances and goals.

Our relationships with our clients are the most important aspect of our business, and we strive to make every relationship a personal one. Our clients trust us to be a resource of information and guidance. We know that each client’s goals and objectives are unique, so we focus on helping to develop the most effective and successful financial plan, customized to each client.

Our culture is collaborative. This is reflected in the nature of our client relationships, and it directly stems from the mutual respect we have for one another in our firm. We take great pride in the knowledge and expertise that the members of our advisory team and our support staff provide.

OUR GUIDING PRINCIPLES

We have integrity.

We are proactive.

We are comprehensive.

We customize.

We maintain confidentiality.

We are transparent.

We are professional.

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