Wealth Management

Wealth Management

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

What you do today impacts your wealth tomorrow.

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.

What You Need to Know

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.

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.

Other Services and Specialties

Women in glasses educates a client

Portfolio Management

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

Female mentor leader coach teaching employees and clients

Financial Planning

Develop your long-term goals, take stock of your net worth and work toward your needs.

Two Women working with computer, selective hands hold notebook paper.

Distribution Planning

Maximize your retirement income while minimizing your investment taxes.

a woman and man sit opposite each other talking in an office

Liquidity Management

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

Older couple smiling and hugging.

Estate Planning

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

Person writing on an IRS Form 1040

Tax Planning

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

Want to get in touch?

Send us your contact information and one of our representatives will be reaching out soon!

We’d Love To Talk To You