Privately Held Businesses

Privately Held Businesses

We’re here to help you create benefit plans to attract and retain key employees.

So many people depend on you. You can depend on us.

We are experts in wealth planning, but we are entrepreneurs, too. We understand what it takes to build a business from the ground up so that it survives market challenges and thrives into the future.

Whether you need to develop a succession plan, design deep and creative executive benefit strategies or analyze the potential outcomes of selling your business, we are ready to walk through the process with you.

Among our many strategic offerings and consulting services, we offer robust deferred compensation and executive benefit programs with an all-encompassing platform that includes plan design, financing, communication and day-to-day servicing.

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 Areas of Expertise

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