A complete list of active advisors currently associated with CDT Capital Wealth Advisory LLC

Warmer can help you find a great advisor at CDT Capital Wealth Advisory LLC or one who fits your needs even better.

CDT Capital Wealth Advisory provides comprehensive investment management, financial planning, retirement planning, and estate‑planning coordination to individuals, families, and corporate entities. The firm notes that it serves individual (non‑high‑net‑worth) clients and offers tailored portfolio management rather than standardized model portfolios, which is less common among firms in its registration profile. The firm constructs and manages each client portfolio individually using a mix of asset‑allocation, quantitative, and fundamental analysis, typically implementing recommendations through ETFs, mutual funds, cash equivalents, and, when appropriate, private investment vehicles. As disclosed, assets are managed principally on a non‑discretionary basis (approximately $1.9 million reported) and the firm emphasizes a long‑term, tax‑sensitive approach with periodic rebalancing and limited active trading. A distinctive feature is that the firm itself does not function as a private fund adviser but is under common ownership with an affiliated adviser that manages private pooled vehicles; affiliated private investments may be recommended with disclosure and internal approval. Other noteworthy operational details include the absence of model portfolios, inclusion of financial planning and equity‑compensation analysis within ongoing advisory services rather than as separately billed projects, and the firm’s policy not to vote client proxies.

To learn more about the advisors currently working at CDT Capital Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.