Welcome to CBD Wealth Management
CBD Wealth Management coordinates the financial affairs of a select group of families and businesses across the Gulf Coast. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for pursuing your financial goals. CBD Wealth is a full service, financial advisory firm, utilizing various resources to implement our financial strategies.
Wealth Client Process
For individuals and families, the CBD Wealth Client Process is a 5-step process that pinpoints your specific needs and provides us with a roadmap to simplify your financial life and prioritize your long term goals.
Retirement Plan Solution
The 6-step CBD Retirement Plan Solution provides a simple, focused and balanced strategy to assist business owners in plan design, administrative support and compliance for company retirement plans.
Our library has a list of helpful documents that are updated regularly. They provide advice and guidance on a variety of different investment fronts: economy, markets, asset allocation and products.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are common mistakes you can avoid when saving for retirement.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Marriage changes everything, including your insurance needs.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When should you take your Social Security benefit?
How will you weather the ups and downs of the business cycle?
How do the markets usually react to elections? Was the 2016 election any different?