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.