Gold

Medal

Waters

About You.

Most of our clients are affluent individuals and families who desire ongoing professional assistance in the creation and implementation of strategies to reach their life goals. Although the majority of our Clients reside in Colorado and Illinois, Gold Medal Waters serves Clients across the nation and throughout the world. We embrace technology and the opportunity it provides for us to meet with Clients from a distance.

Typical client backgrounds include:
Business ownersEntrepreneursCEOsCorporate executivesCorporate employeesMedical professionalsRetireesSurviving spousesRetirement PlansTrusts/foundations

Below you will find some of the characteristics that our clients exhibit. While not every client possesses all of these, many of our clients do have a large number of these traits in common:
Invested assets - Maintain assets to invest between $500,000 and $20 millionNet worth - Maintain a liquid net worth between $750,000 and $25 million+Income - Maintain an income that allows for ample savingLimited Time - Lack time for handling financial affairs; prefer time spent in other waysCharitable intent - Desire to use some of their assets to help othersDelegate - Embody a willingness to delegate financial affairs

Over time, we have also found that our firm works most effectively with people who:
Value professional guidance in their financial lifeRecognize the importance of long-term relationshipsUphold realistic investment objectives and communicate expectations clearlyConsume in a conscious and prudent mannerHave expectations of realistic investment returnsRecognize that there is no foolproof way to “beat the market.”Appreciate that our advisors are financial experts and trust our investment selectionsIgnore over-sensationalized media hype which cause a short-term focus (and high blood pressure!)Give complete information and follow up on necessary tasks in a timely mannerRealize that that financial goals are not achieved overnightUnderstand that wealth management is much more than just choosing the right investments

Typical clients are seeking: Exceptional personal serviceIncreased family timeSimplified financesFewer accountsLess complex investmentsLower investment costsA wealth management planPeace of mindGoal achievement

Here are three examples of how we work with our clients.

While we cannot provide you with actual examples of our work, we have recreated three recent cases. We respect the privacy of our Clients, therefore, all identifying information has been removed and replaced with fictitious information. The recommendations are similar to what actually occurred and reveal how Gold Medal Waters adds value to the lives of our Clients.

Experience the peace-of-mind that results from knowing how much risk you really need to take.