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.
- 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.