CBD Wealth Management Email Format

Financial ServicesLouisiana, United States11-50 Employees

CBD Wealth Management coordinates the financial affairs of a select group of families and small businesses across the Southeast. The firm centers its planning around the client, offering access to a broad range of financial services tailored to individual needs and ambitions. Drawing on experience across legal, banking, and financial services sectors, the team aims to develop clear strategies for pursuing clients' financial goals.

The leadership includes partners Bobby Comeaux, Walt Bond, and Rocky Daigle, New Orleans natives who have known each other for more than 30 years and collaborate to deliver personalized financial plans. Based in Metairie, Louisiana, CBD operates as a registered investment adviser, with securities and advisory services offered through Commonwealth Financial Network (FINRA/SIPC). The firm notes that it does not provide legal or tax advice and communications are limited to residents of a defined set of states.

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