If Wealth Management is what you’re searching for

DESIGNED FINANCIAL SOLUTIONS

will help bring your future into focus.

It Starts With The Vision Breakthrough…

We examine your priorities and develop planning objectives that result in the development of a custom designed “Vision” which guides us through your entire planning process.

Fund Wedding Know where money is going help children learn about finances Have to Now better understand finances Get Organized buy another car buy a boat Be A Mentor Want to Now Save More asset protection plan increase lifestyle Fund Family's Education reduce income taxes spend more time with spouse Have To Later Take Care of Parents not be a burden on children business succession maintain lifestyle Retire Want to Later Travel be more involved with charities Buy another home

...in order to bring your Financial Future into Focus

As your financial coach, CDA Group seeks to educate and inform you to make prudent decisions regarding your wealth accumulation effort by first facilitating the articulation of your goal for each investment dollar. Once we have together established this end-game, we can then begin to decide which investment vehicles will best help you meet your goal.

Discovering the Capital Wealth Management Process

The Vision Breakthrough Experience

This critical stage examines priorities and develops planning objectives through unique discussion resulting in the development of a “Vision Statement” which guides the entire planning process.

The Resource Profiler

Here we take a detailed inventory of your estate and assess existing legal documents. Powerful software is then used to conduct a “financial firedrill” to evaluate the efficiency of current plans.

The Wealth Management Dashboard

Here we present various integrated planning solutions through the use of interactive software. This provides a unique insight into your financial future and lays the groundwork for implementing the planning decisions.

The Smartfolio Solution

When equity investments occupy a central position, we use a special tax-sensitive approach to analyze the current investment plan and coordinate it with the overall planning effort.

The Vision Implementor

In this stage, we implement your plan by researching and sourcing appropriate products, coordinating the services of collateral professionals, and providing you with a summary of your plan and legal documents stored in a DocBoxTM.

The Vision Navigator

The final stage is an optional annual review to ensure that your plan is on-track to achieve the long-term planning objectives articulated in your vision statement.

Wealth Management Solutions

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Investment Strategies

As your financial coach, CDA Group, seeks to educate and inform you to make prudent decisions regarding your investment wealth by first facilitating the articulation of your goal for each investment dollar. We can help you discover an investment strategy that is right for you.

Discover Investment Strategies

Business Solutions

Owning a business can be very rewarding, but it requires the business owner to deal with the complexities of legal structure, tax law, succession, employee benefits, leverage, recruitment, and retention of key personnel — to mention only a few of the looming challenges.

Discover Business Solutions

Estate Structuring

We strive to build a relationship with our clients and their families that help them take control of achieving their financial goals, clarifies and informs them about the most up-to-date and sturdiest solutions to their challenges, and helps us understand their goals so that we can become an effective partner in achieving them.

Discover Estate Structuring

Risk Management

For clients who take advantage of our insurance services within one of our comprehensive estate or business studies, the CDA Group team will integrate the products acquired into the whole estate or business structure with the goal of making the insurance solution reached fit seamlessly into a plan to achieve the client’s financial goals.

Discover Risk Management

Meet Your Team

JOSEPH D. SCHOFIELD III

CEO/Partner

As CEO of the firm, Joe has over 23 years of professional experience in advising high net worth families and business owners. His primary responsibilities include advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe leads the Investment Management Committee at CDA Group that is responsible for the portfolio construction, evaluation and management, quantitative and qualitative selection of third party equity and fixed income portfolio managers.

J. KENT GIGUERE, JR.

CFP®, ChFC®

COO/Partner

As COO of the firm, Kent guides clients through our Capital Wealth Management Solution (CWMS). Our six-step process explores a client’s current personal and professional planning needs by creating a comprehensive balance sheet, which is then used as road map to explore retirement planning options, tax planning opportunities, estate transfer strategies and asset protection. As a Certified Financial Planner and Chartered Financial Consultant, Kent leads the Financial Planning Committee at CDA Group which is responsible for the development and implementation of all planning recommendations while working closely with outside attorneys, accountants and third party administrators.

DONALD L. REICHERT

MSFS, CLU®, ChFC®, AEP®, CAP®

Chairman Emeritus

Don guides business owners through a proprietary system of strategically organized experiences in which they gain a sense of clarity, confidence and capability in regards to their future succession plan. Don’s strong suit is his ability to communicate complex concepts into simple choices that allows business owners to make informed decisions.

Clearly designed financial solutions for you, your family or your business.

Breakthrough Today

Meet Your Team

JOSEPH D. SCHOFIELD III

CEO/Partner

As CEO of the firm, Joe has over 23 years of professional experience in advising high net worth families and business owners. His primary responsibilities include advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe leads the Investment Management Committee at CDA Group that is responsible for the portfolio construction, evaluation and management, quantitative and qualitative selection of third party equity and fixed income portfolio managers.

J. KENT GIGUERE, JR.

CFP®, ChFC®

COO/Partner

As COO of the firm, Kent guides clients through our Capital Wealth Management Solution (CWMS). Our six-step process explores a client’s current personal and professional planning needs by creating a comprehensive balance sheet, which is then used as road map to explore retirement planning options, tax planning opportunities, estate transfer strategies and asset protection. As a Certified Financial Planner and Chartered Financial Consultant, Kent leads the Financial Planning Committee at CDA Group which is responsible for the development and implementation of all planning recommendations while working closely with outside attorneys, accountants and third party administrators.

DONALD L. REICHERT

MSFS, CLU®, ChFC®, AEP®, CAP®

Chairman Emeritus

Don guides business owners through a proprietary system of strategically organized experiences in which they gain a sense of clarity, confidence and capability in regards to their future succession plan. Don’s strong suit is his ability to communicate complex concepts into simple choices that allows business owners to make informed decisions.

Clearly designed financial solutions for you, your family or your business.

Breakthrough Today

Meet Your Team

JOSEPH D. SCHOFIELD III

CEO/Partner

As CEO of the firm, Joe has over 23 years of professional experience in advising high net worth families and business owners. His primary responsibilities include advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe leads the Investment Management Committee at CDA Group that is responsible for the portfolio construction, evaluation and management, quantitative and qualitative selection of third party equity and fixed income portfolio managers.

J. KENT GIGUERE, JR.

CFP®, ChFC®

COO/Partner

As COO of the firm, Kent guides clients through our Capital Wealth Management Solution (CWMS). Our six-step process explores a client’s current personal and professional planning needs by creating a comprehensive balance sheet, which is then used as road map to explore retirement planning options, tax planning opportunities, estate transfer strategies and asset protection. As a Certified Financial Planner and Chartered Financial Consultant, Kent leads the Financial Planning Committee at CDA Group which is responsible for the development and implementation of all planning recommendations while working closely with outside attorneys, accountants and third party administrators.

DONALD L. REICHERT

MSFS, CLU®, ChFC®, AEP®, CAP®

Chairman Emeritus

Don guides business owners through a proprietary system of strategically organized experiences in which they gain a sense of clarity, confidence and capability in regards to their future succession plan. Don’s strong suit is his ability to communicate complex concepts into simple choices that allows business owners to make informed decisions.

Clearly designed financial solutions for you, your family or your business.

Breakthrough Today
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