Comprehensive planning that is aligned and in sync with your investment portfolio.
That’s why we invest so much time getting to understand our clients’ financial situation in the present — and their hopes and dreams for the future.
The practice of wealth management goes far beyond developing a strong investment portfolio. We rely on our established processes to gain a comprehensive view of our clients’ financial health so that every future decision they make — buying a vacation home, philanthropic planning, gifts to children and grandchildren — fits into their overall strategy.
We treat every client with integrity and transparency, and we communicate regularly through weekly email newsletters and regular client checkups to review and adjust plans.
Wealth management is an inclusive process; our team works hard to get a full picture in place and to ensure you are thoroughly protected from risk. We look for gaps in your planning, so reviewing homeowners insurance, long-term care coverage, estate-planning documents and tax protection is part of our process.
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.