We believe in passive investing – creating a well-diversified portfolio designed to meet your financial goals. We select investments with low internal costs – we’ll never use a fund with loads. And we’re approved to use funds from Dimensional Fund Advisors – a distinction available only to select fee-only advisors.
Gold Medal Waters is registered and regulated by the State of Colorado. Being registered in Colorado does not limit us from working in most other states. To verify the firm’s status, visit Security and Exchange Commission’s Website
Yes. By law we cannot disclose your private information to anyone but you directly, or your other financial advisors (attorneys, accountants, estate planners) with your consent only. Our client’s information is highly confidential and we take this matter very seriously.
Boulder Office:
4845 Pearl East Circle, Suite 101
Boulder, Colorado 80301
+1 720 887 1299
info@goldmedalwaters.com
Boulder, CO
Denver, CO
Fort Collins, CO
Colo Spgs., CO
Golden, CO
Longmont, CO
Absolutely! With your permission, of course, we’ll coordinate with your tax preparation professional, estate attorney, and any other professionals involved in your financial life.
When you sign on as a client our financial advisors will walk you through the process - we’ll open new accounts and create the forms that enable the transfer of your investment assets from your old brokerage accounts to your new accounts.
We belong to the leading organization of Fee-Only financial planners - the National Association of Personal Financial Advisors (NAPFA). NAPFA has strict business and ethical standards for its members and only allows planners who accept no commissions from the sale of insurance or investment products.
We're constantly striving to be the best. Let us know what you think!
At Gold Medal Waters we work in teams. Matthew Kelley CFP®, our President and CEO, is personally involved with many of our clients, and your other team member will be one of our other highly-educated financial advisors.
Click the link to “Check out brokers & advisors," then “Research Investment Advisors (Firms Only)”. The following page will allow you to do an "Investment Advisor Search," from here you can type in the firm name (Gold Medal Waters - to find us). Follow the links to view the firm registration status.
No. We absolutely do not guarantee returns whatsoever. Rather we put together solid and focused financial and retirement plans along with diversified investment portfolios for our clients designed to help them achieve their goals. We cannot predict the future nor guarantee returns in any form.
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