Estate Planning

Estate Planning

Ensure that your legacy and your assets will be protected according to your wishes.

How will your legacy be handled after you die?

You’ve spent your whole life following a financial plan. You’ve grown your wealth, protected your retirement and developed a legacy.

You deserve to have it handled according to your wishes.

We work side by side with attorneys and accountants to make sure our clients’ wishes are spelled out and communicated clearly. We take a comprehensive, detail-driven approach to make sure you have the peace of mind to enjoy the life you’ve built.

From the titling of accounts and designation of beneficiaries to tax planning that maximizes the value of your estate, we make sure all contingencies are covered to protect and grow your legacy.

What You Need to Know

We work across generations of our clients’ families and with all other representatives and interests to make sure the details are in place so that the big picture of your wishes will be carried out.

As a team of independent fiduciaries who are solely focused on our clients’ needs, it is common for us to build relationships with multiple generations of families that work with us; doing so gives us an advantage when it comes to estate planning and legacy management.

What Sets Us Apart

Our approach is based on always putting the client first, and our business model gives us the flexibility to suggest strategies that help our clients reach their individual goals, rather than helping our company reach certain milestones or quotas.

At CD Wealth Management, no one client “belongs” to any one associate. We take a team approach so that each client’s goals and dreams are the focus of the entire firm. And because we are entrepreneurial ourselves, we know how important it is to value each client on an individual basis in order for our business to grow.

Other Areas of Expertise

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Wealth Management

Comprehensive planning that is aligned and in sync with your investment portfolio.

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Portfolio Management

Meet your goals by rebalancing accounts to stay in line with your risk tolerance.

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Financial Planning

Develop your long-term goals, take stock of your net worth and work toward your needs.

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Distribution Planning

Maximize your retirement income while minimizing your investment taxes.

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Liquidity Management

We focus on publicly traded liquid markets, which allows us to reduce value disruption in market downturns.

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Tax Planning

Strategies designed to maximize your savings — and minimize how much you pay.

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