Scott R. Cohen, Founder and CEO
“I created CD Wealth Management because you should have a wealth advisor you trust enough to become a part of your family.”
To be the premier independent management firm in North Texas.
We partner with our clients to help them grow and preserve their wealth.
Our Guiding Principles
We never compromise. We have integrity. We put our clients first. We are proactive. We are transparent.
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. This has been the key to our success and why we believe we might be the right wealth management company for you.