We’re Building a Legacy
of Community Service
CD Wealth Management is invested in making the world a better place — for our clients, our teammates and our neighbors. We are passionate about supporting one another through our gifts and our service because we believe our collective future is worth the investment.
Since 2006, CD Wealth Management Founder and Executive Chairman Scott Cohen has served as a co-chair of the annual golf tournament benefiting the Aaron Family JCC of Dallas. And since its inception in 2014, CD Wealth has been a major sponsor of the event, which brings together community leaders, business partners and friends for one of the JCC’s most successful and anticipated fundraising opportunities. In 2025, the tournament raised a record $400,000 to support scholarships, senior wellness, lifesaving swim lessons and other JCC programs and sustainability.
CD Wealth also supports other fundraising golf outings, most recently as a hole sponsor at the 2025 Alzheimer’s Pro Am Golf Tournament.
For more information on supporting the Aaron Family JCC or future tournaments, visit www.jccdallas.org.
CD Wealth Management Founder and Executive Chairman Scott Cohen believes his time at the University of Texas laid the foundation for him to be a business owner, and he has made it his mission to lift up the generations of Longhorns who follow him. He serves as an advisor to the Zeta Beta Tau fraternity and a mentor to Silver Spurs members and alumni. He’s a member of the school’s Economics Advisory Committee and gives his time as a frequent guest speaker on campus. He sits on the UT Development Board and the Longhorn Foundation Advisory Council, and his family has established two endowed scholarships, in Liberal Arts and Education. At CD Wealth, he has created a formal internship program with UT, providing career opportunities to more than 20 students.
CD Wealth Management has proudly supported the Dallas Jewish Community Foundation and the Southwest Community Foundation for more than a decade, sponsoring their annual seminars on estate planning and charitable giving. These events bring together hundreds of attorneys, financial advisors and other professionals for continuing education and meaningful dialogue around legacy, generosity and community impact.
CD Wealth Management was proud to support the 9th Annual DKMS Awards Breakfast in Dallas. The event celebrates and honors individuals who have gone above and beyond in their tireless efforts to raise awareness, register stem cell donors, and help save lives. Since 2011, more than 150,000 Texans have registered as potential lifesavers, and more than 400 have given patients a second chance at life.
CD Wealth Management Founder and Executive Chairman Scott Cohen and his family were proud to sponsor a June 2022 appearance by Carly Patterson at the Aaron Family Jewish Community Center of Dallas. The Olympic gold medalist shared her charming, inspiring story and a message of resilience that traced her career from gymnastics to life as a recording artist, entrepreneur and mother.
Every year, we ask each of our teammates to select a charity that is important and meaningful to them. At our holiday party, each CD Wealth Management employee shares why they are passionate about their selected charity. This annual tradition helps us continue to feel connected to our CD Wealth Management values and unites our team as we help our community by sharing our passion and commitment with each other.
Some of the charities we have supported in the past include:
