CD Wealth Management is dedicated to partnering with our clients in the pursuit of growing and preserving their wealth.

CD Wealth Management is an independent Dallas-based financial advisory and wealth services firm offering personalized financial planning and wealth management for families, corporate executives, closely-held businesses, people in transition and not-for-profit institutions. We focus on our clients’ needs and strive to tailor our services to meet their individual circumstances and goals.

Our Specialties:

• Portfolio Management and Investment Advisory Services
• Financial, Retirement, and Estate Planning
• Philanthropic Planning and Creative Gifting Strategies
• Senior Executive Benefit Planning and Design
• Risk Management
• Life Insurance Planning

Check the background of our broker dealer, Kestra Investment Services, LLC, on FINRA’s BrokerCheck.