About Us

Dallas skyline during sunset

About Us

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.”

Our Vision

To be the premier independent management firm in North Texas.

Our Mission

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.

leadership team of CD Wealth posing in front of their building

Want to get in touch?

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We’d Love To Talk To You