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 investment.
CD Wealth Management was a proud to support the 9th Annual DKMS Awards Breakfast in Dallas. The event celebrates and honors individuals who have gone above and beyond in their tireless efforts to raise awareness, register stem cell donors, and help save lives. Since 2011, more than 150,000 Texans have registered as potential lifesavers, and more than 400 have given patients a second chance at life.
CD Wealth Management is proud to sponsor and staff the IMA, Inc. and North Dallas Bank & Trust Co. Maxine and Erwin Waldman Memorial Golf Tournament. The annual tournament — named in honor of the maternal grandparents of Scott Cohen, the principal, founder and CEO of CD Wealth Management — benefits scholarship funds through the Aaron Family Jewish Community Center of Dallas. In addition to financial sponsorship from the company itself, all of CD Wealth Management’s employees serve as volunteers at the event.
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.
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: