Areas of Expertise
With experience, vision and independence, CD Wealth Management helps clients grow, maximize and protect their assets and legacies.
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.
On a day-to-day basis, we manage our clients’ portfolios based on strategy and data, not assumptions and emotions. We communicate directly with our clients so we understand their tolerance for risk, and we work with outside experts to make sure our actions are on track.
When can you retire? How much money will you need? We’re here to help you answer those questions. Our team immerses itself in the process of getting to know our clients so there is no guesswork when it comes to planning for retirement.
We offer broad-range planning that aims to mitigate your tax exposure, whether you are in the prime earning years of your career or enjoying your well-earned retirement. From charitable planning and tax loss harvesting to understanding the types of investments that work best based on your tax bracket, we are equipped to help you save more of your income for yourself.
How quickly can you access your money in a crisis? Your returns matter to us when we manage your portfolio, but so does your access to your money. That’s why we focus on investing in the publicly traded liquid markets.
We work hard to balance our clients’ portfolio based on their stage of life and their tolerance for risk so they have peace of mind. We manage finances in the current climate with an eye on the future. Often, that means balancing investments where the risk varies so that growth potential can be maximized for tomorrow without jeopardizing the cost of living today.
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.
We work with privately owned companies to design long-term incentive plans that give valuable executives reason to stay. Our advisors offer best-in-class service with “golden handcuffs” strategies that meet the specific needs of every individual client.
Clients We Serve
We are dedicated to partnering with our clients in the pursuit of growing and preserving their wealth.
INDIVIDUALS & FAMILIES
We’re here to help you create more of what you value
Discover how our comprehensive standard of care helps you examine your financial picture from every angle.
WOMEN & FINANCIAL WEALTH
Compassionate help for single, divorced or widowed women
We have resources to help newly divorced or widowed women make smart and informed financial decisions.
PRIVATELY HELD BUSINESSES
Benefit plans to help you attract and retain key employees
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.
OWNERS & EXECUTIVES IN TRANSITION
Navigate the maze of changing jobs or selling a business
We’ll help you pursue your next opportunities, organize your financial life, set priorities and pursue your goals.
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