Owners and Executives in Transition

Owners & Executives in Transition

We’re here to hep you set priorities when changing jobs or selling a business.

Congratulations on your promotion. Now what?

You’ve worked hard to reach your professional goals, and the more you achieve, the more options you have to enjoy the rewards. You need expert assistance to help you make the most of this moment in your career.

Stock options, benefit plans, deferred compensation — all of the opportunities that come with career advancement can change the course of your life. We’re here to help you make the most of your choices.

We take a holistic approach to your financial health and we are transparent about the realities surrounding the choices you make. You deserve to understand the consequences of every decision so you can rest easy knowing all your hard work set you up for a lifetime of success.

What Sets Us Apart

We are proud to be a team of exceptional wealth managers who always put our clients first. Our independence is vital to our ability to deliver wealth planning that transforms the lives of our clients.

We take a team approach to our work. No one client “belongs” to any CD Wealth Management staffer. Instead, our entire firm is solely focused on delivering the best possible outcomes for every individual client.

Personalized Services Guide

Our tailored online tool can help you determine which financial services are best suited for you. In minutes, you will receive a personalized list of services designed to empower you to make the most informed financial decisions for you and your loved ones. Get started here.

Our Services and Specialties

American currency in the glare of a screen showing market volatility

Wealth Management

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

Business people meeting to discuss strategy and plan for business and investment.

Portfolio Management

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

Two Women working with computer, selective hands hold notebook paper.

Distribution Planning

Maximize your retirement income while minimizing your investment taxes.

Financial advisor explaining paperwork to elderly retired couple front of desk

Liquidity Management

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

Cheerful multi-generation family having fun in nature. Parents are piggybacking their kids.

Estate Planning

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

Person writing on an IRS Form 1040

Tax Planning

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

Want to get in touch?

Send us your contact information and one of our representatives will be reaching out soon!

We’d Love To Talk To You