Owners & Executives in Transition
We’re here to hep you set priorities when changing jobs or selling a business.
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.
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.
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.
• If you’re leaving your job, don’t forget about your 401(k)
• Taking advantage of employer-sponsored retirement plans
• The formula for wealth is simple, and it’s non-negotiable
• The case for staying invested — even when the market declines
• Understanding the importance of market liquidity
• Here’s why market volatility doesn’t change our outlook
• 4 reasons to introduce your children to your financial planner
Our Areas of Expertise
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