Who We Are
CBD Wealth was founded in 2004 based on the fundamental belief that our clients are entitled to objective, independent advice – a principle that permeates everything we do. We are more than just an investment firm. We treat our clients like valued family members who benefit from our entire team's focus on the complete financial picture, collaborating with your other trusted professionals (such as your CPA and/or attorney) to ensure you understand what you own and why you own it. Frequent communication and objective advice provides you with the ability to face your financial life with confidence and clarity.
The three founding partners of CBD Wealth - Bobby Comeaux, Walt Bond and Rocky Daigle – have a collective 60 years of financial advisory and legal experience, with each partner having practiced law prior to finding his true professional calling. Our firm has grown in its first decade to a team of twelve highly competent financial professionals, uniquely qualified to manage the financial affairs of our clients for generations to come.