C&D Wealth Advisors

Our Mission

C&D Wealth Advisors is an independent, fee-only Registered Investment Advisor founded in 1981. Our objective is to provide highly professional investment counseling services to individuals, corporate pension and profit-sharing accounts, foundations, charitable organizations, and non-profits. We strive to establish lasting client relationships based on trust, transparency, and personalized guidance.

Our Fiduciary Approach

At C&D Wealth Advisors, we prioritize acting as a fiduciary for our clients. This means we are legally required to act in your best interests at all times. We believe in complete transparency and open communication, ensuring you understand every aspect of your financial plan and the decisions being made on your behalf.

Our Expertise

Our team of experienced professionals offers comprehensive financial planning and investment management services. We can assist you with:

• Financial Planning: Creating a tailored plan to assess your financial health, set goals, and identify potential challenges.
• Asset Allocation: Developing a diversified portfolio that aligns with your risk tolerance, investment goals, and financial situation.
• Investment Advice: Guiding you through the complexities of the investment landscape and making informed decisions regarding your portfolio.
• Retirement Planning: Maximizing your retirement accounts and planning for a secure future.
• College Savings: Strategizing to save and invest for your children's education.
• Estate Planning: Ensuring your financial assets are protected and distributed according to your wishes.

Our Commitment

Your financial goals are our priority. We take the time to understand your unique situation, aspirations, and concerns. We work collaboratively to create a customized plan that meets your specific needs and empowers you to achieve your financial goals. We are committed to ongoing communication, regular reviews, and adjustments as your needs evolve over time.

Our Team

Led by Jack Chisholm, a seasoned investment professional with over 50 years of experience, C&D Wealth Advisors boasts a team of skilled and passionate individuals with diverse expertise in finance, investment, and wealth planning.