Frequently Asked Questions
Since our founding in 2014, we have emphasized excellence in customer service.
We have achieved success by intensely focusing on frequent communication, transparent dealings, attention to detail and excellent service.
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With more than 100 years of combined experience, the CD Wealth Management team is a dynamic group of highly motivated individuals sharing a passion for their work and a commitment to you to provide outstanding service in every way possible.
Scott Cohen officially opened CD Wealth Management’s doors on June 30, 2014, but the firm’s history goes back decades longer, tracing its roots as a family-run Dallas institution to 1939.
Members of the CD Wealth Management team have been ranked among the top wealth managers by Barron’s, Forbes, AdvisorHub and other industry publications.
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One of the most important responsibilities we have is to make sure you understand our processes and our fees. We are paid by our clients in two ways: Wealth Planning/Onboarding fees and Asset Management fees.
We are upfront with our clients about our fee structure and about every decision we make as we customize our strategies together so that there are no surprises.
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We are proactive and comprehensive in our approach to wealth management. We provide an all-inclusive strategy that takes the full picture of our clients’ wealth into account, and we depend on two-way trust and transparency in order to perform at the highest level.
Much of our clientele comes to us by referral, and we are grateful for the opportunity to work with the friends and family of our existing clients. When we first meet with a prospective client, we conduct a qualifying interview to determine if we are a match, as well as to agree on the terms of our partnership.
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At CD Wealth Management, no one client “belongs” to any one associate. We take a team approach so that each client’s goals and dreams are the focus of the entire firm. And because we are entrepreneurial ourselves, we know how important it is to value each client on an individual basis in order for our business to grow.
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After we have completed the onboarding process, you will hear from us regularly. We deliver bi-monthly insights to our clients via email and schedule regular consultations to monitor progress and make sure we are aligned with your vision for your future.
When you call us, we will answer. We anticipate and respond to your questions, and we make sure you understand every decision we make.
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Large financial firms typically oversee their operations themselves, from the clients’ strategies to investment reviews to the actual holding of the assets. But with independent planners, those functions are carried out among different companies to ensure all dealings made on behalf of clients are handled properly.
In our company, we work directly with clients to build a personalized strategy, develop and manage portfolios and conduct reviews. Our partners at Fidelity Institutional® serve as the Clearing and Custody Platform, charged with the safekeeping and delivery of funds. Finally, all transactions are overseen by Kestra Financial, whose compliance reviews serve a watchdog function as an additional layer of security to protect our clients’ best interests.
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If you’d like to learn more about working with us, please contact us directly.
We’ll set up an initial interview where we will discuss what we do — and what your needs and goals are. Then we’ll talk about our fees, and if we mutually agree on the terms for our relationship, we will begin the onboarding process.
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