Our three founders—Bobby Comeaux, Walt Bond and Rocky Daigle—first met in eighth grade. It was there in high school that they learned the dedication to hard work, integrity and compassion that is at the root of the CBD approach. Years of school and friendship followed, until they each found themselves launching law careers.
Life as practicing attorneys left something to be desired for all three, and they began searching for ways to have a greater positive impact on their communities. They realized that the depth of knowledge and problem-solving skills they’d learned in law school would be invaluable within the wealth management field. And so, the three founded CBD Wealth Management in 2004.
They weathered storms of all kinds, with the worst market crash since the Great Depression coming hot on the heels of Hurricane Katrina, which changed the lives of everyone in the Gulf region. Through it all, the team galvanized and found its true purpose: to bring a sense of security and ease to their clients, using expertise and skill to guide them along the path to financial security.
Financial planning might not be rocket science, but it’s full of terms and concepts that can be confusing and stressful. We’ve done the legwork, so you don’t have to. We explain your plan and investments in straightforward, jargon-free language.
Our process and strategy are clearly outlined for you, and our fee structure is based on the value of the assets we manage for you, not the investments or products we recommend. It’s that simple. No hidden agenda, transaction fees or commissions, just a straightforward arrangement that aligns your interests with ours.
Our specialized team knows you and your needs and is trained to work together to efficiently deliver on your investment objectives. We also partner with your CPAs and attorneys on an ongoing basis, to make sure we’re all on the same page.
The secret to success isn’t finding the perfect investment vehicle. Rather, it’s the ability to be disciplined, put money away for the future and exercise sound judgement.
As individuals and as a firm, we deeply value our communities and dedicate time, energy and resources to support them however we can.
A few things you should know about us before we get started:
We are your advisors. We work with you to realize your goals not the goals of shareholders or fund managers.
At CBD, we work together, which means that even though you will have a dedicated partner here, you’ll also have the strength of our whole team behind you.
All your personal and financial information is held to the highest level of confidentiality.
We are here to talk – really. And we listen too. If you have a question, just call and you’ll talk to a member of our team right away, not a recording or automated system.