About Us

OUR VISION

“To be an exceptional Independent Wealth Services Firm who best understands and helps achieve our clients’ goals and aspirations.”

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 GUIDING PRINCIPLES
We have Integrity.
We are Proactive.
We are Comprehensive.
We Customize.
We Maintain Confidentiality.
We are Transparent.
We are Professional.

CD Wealth Management’s culture is collaborative. This is reflected in the nature of our client relationships and directly stems from our mutual respect for those within our firm. In addition to our advisory team, we take great pride in the knowledge and expertise that our support staff members and our full-time internship program provide.

At CD Wealth Management, our relationships with our clients are the most important aspect of our business, and we strive to make every relationship a personal one. Our clients trust us to be a resource of information and guidance. Each client’s goals and objectives are unique, so we focus on helping to develop the most effective and successful financial plan customized to each client.