Privately Held Businesses

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.

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.

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.

• The formula for wealth is simple, and it’s non-negotiable

• The case for staying invested — even when the market declines

• Understanding the importance of market liquidity

• Here’s why market volatility doesn’t change our outlook