Is there a minimum asset level required to be accepted as a client?

No, but as a boutique, we are selective with who take as clients. (Amount of assets is only one component.) Monetarily speaking, most new clients we accept will have at least $1,000,000 in investable assets. However, we are always delighted to counsel people at all levels of wealth, as our heart lies with improving people’s financial lives.

Are clients accepted from outside the Gainesville/Florida area?

Absolutely. Our clients are located all over the United States, so we can work with you wherever you are located.

Will you work with my Estate Attorney and/or CPA?

Of course. It’s vitally important that all of your wealth management needs are intelligently addressed, thus working with your Attorney and CPA is simply part of the process.

What is discretionary investment management and why do you manage money this way?

Discretionary investment management means that we monitor your portfolio on a day to day basis and we make the investment decisions on your behalf. We believe it’s best to manage your investments in this manner because it allows us to fully employ our expertise, resulting in the optimal management of your money.

How can I become a client?

The first step is to  contact us. You can reach us  via telephone at 352.792.0999 or 888.392.8007 or by e-mail at cdd@cddwealth.com. We promptly return all forms of communication, so please choose whichever is best for you.