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