CD Wealth Management offers robust deferred compensation and executive benefit plans. Our all-encompassing platform includes plan design, financing, communication, and day to day servicing.
We have a specialized niche in implementing golden handcuff plans for privately held companies to help them retain and attract key employees. The pride we have in our clients allows us to be selective in who we work with. One of our primary goals is to have a seamless process so our clients can focus on their business.
Adding select executive benefit plans enables our clients to further reward their key executives. These offerings provide an extra level of compensation (includes a company match) that lends a feeling of a long term ownership between the company and its executive so they can partner together for a prosperous future.