About Us

In the Community

Dallas skyline during sunset

In the Community

Part of the DFW community since 1939

Our commitment to excellence in our work extends to our desire to support non-profits and charities that are making a positive impact in the lives of the people who live and work here.

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 their selected charity is one they are passionate about. 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.

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