Individuals and Families

Individuals and Families

From college to retirement and beyond, your life’s dreams are our priority.

Planning for your future shouldn’t keep you up at night.

Have you saved enough saved to send your kids to college? Are you prepared to pay for a wedding? What about travel?

The real question: When can you retire?

Your answers to these questions are different from anyone else’s because your life is different. No two clients of ours are alike, and neither are any of the wealth plans we build and manage.

Whether you’re just starting your family or getting ready to retire, we rely on our established processes to gain a comprehensive view of your financial health so that every future decision — buying a vacation home, philanthropic planning, gifts to children and grandchildren — fits into your overall strategy.

What Sets Us Apart

We are proud to be a team of exceptional independent fiduciaries 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

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Wealth Management

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

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Portfolio Management

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

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Distribution Planning

Maximize your retirement income while minimizing your investment taxes.

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Liquidity Management

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

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Estate Planning

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

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Tax Planning

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

Want to get in touch?

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We’d Love To Talk To You