In the Community

We’re Building a Legacy
of Community Service

CD Wealth Management is invested in making the world a better place — for our clients, our teammates and our neighbors. We are passionate about supporting one another through our gifts and our service because we believe our collective future is worth the investement.

After winning the Outstanding Practice Award at the 2020 Kestra Ascend event, our team decided to direct Kestra’s donation on our behalf to KidSwing, an annual event to benefit Texas Scottish Rite Hospital for Children.
Carly Patterson’s Message of Resilience

CD Wealth Management Founder and Principal Scott Cohen and his family were proud to sponsor a June 2022 appearance by Carly Patterson at the Aaron Family Jewish Community Center of Dallas. The Olympic gold medalist shared her charming, inspiring story and a message of resilience that traced her career from gymnastics to life as a recording artist, entrepreneur and mother.

An Annual Tradition: Supporting Our Favorite Causes

Every year, we ask each of our teammates to select a charity that is important and meaningful to them. At our holiday party, each CD Wealth Management employee shares why they are passionate about their selected charity. This annual tradition helps us continue to feel connected to our CD Wealth Management values and unites our team as we help our community by sharing our passion and commitment with each other.

Some of the charities we have supported in the past include:

Blondes vs. Brunettes logo
North Texas Food Bank logo
American Red Cross logo
Alzheimer's Foundation of America logo
American Heart Association logo
Child Care Group logo
Vogel Alcove logo
Jewish Federation of Dallas logo
Chi Psi logo
Einick Gitelman Fund logo
Good Samaritans of Garland logo
Dallas Jewish Community Foundation logo
The First Tee of Greater Dallas logo
Parkinson Voice Project logo
Promise House logo
Dallas Holocaust and Human Rights Museum logo
ADL logo
NCJW logo
Genesis Womens Shelter logo
Culture Makers logo
March of Dimes logo
Minnie's Food Pantry logo
Abiding Fathers logo
Leukemia Foundation logo
Gary Sinise Foundation logo
Jewish Family Services of Dallas logo
Pitt Hopkins logo
St. Jude logo
JCC logo
Matthew 25 logo
A21 logo

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