About Gold Medal Waters
At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future.
Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety.
We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy.
Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.
GMW is a Registered Investment Advisor (RIA) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States.
We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Areas Where We Can Help: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving
See Disclosures
General Information
Firm Start Year
2004
No. of Employees
5-9
CRD#
4504752
Firm CRD#
132294
Name of Broker/Dealer
Not Applicable - We are a Registered Investment Advisor and a Fiduciary
Name of Custodial Firm
Fidelity, Schwab, Altruist
States Licensed in
All
Years of Experience in Financial Services
26
Number of Years with Current Firm
20
Work Experience
Gold Medal Waters - 2004 to Present
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Tax Advice and Services
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AIF®, AAMS®
Securities Licenses
Series 66, Series 63
Firm Information
Firm's Number of Clients
150
Firm's Number of Planning Clients
130
Firm's Number of Managed Clients
150
Assets Managed by Firm
$175,000,000
Advisor's Number of Clients
150
Advisor's Number of Managed Clients
150
Advisor's Number of Planning Clients
130
Assets Managed by Advisor
$175,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$0
Compensation Methods
Flat Fee
Additional Details on Charges
GMW Wealth Management offers transparent, conflict-free pricing. Our pricing structure is designed to reflect the complexity of your financial situation and the value we create for you. We don't charge commissions or referral fees, so our only incentive is to provide you with the best possible advice to help you achieve your financial goals.
Schedule a no-pressure consultation to learn more about our services and to see if we're a good fit for you.
Education
Bachelors -
Fairfield University
09/01/1993 -05/01/1997
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891752/financialplanners-Gold-Medal-Waters-detailed-disclosure.html