Specific Wealth Services Offered

Financial PlanningRetirement PlanningCash ManagementInvestment PlanningInvestment ManagementPerformance TrackingEducation PlanningBenefits PlanningTax PlanningRisk ManagementEstate PlanningCharitable Planning

Wealth Management

At Gold Medal Waters, we aim to help you simplify and manage your wealth in a manner that increases your peace-of-mind and leads to an increased enjoyment of life.

Wealth Management includes a comprehensive financial plan that takes into account your specific planning needs. Our trusted advisors work dilligently to understand your financial situation and capture your life goals. With a well-developed plan in place, our team is ready to take action. Wealth Management Services continue with the design and implementation of a portfolio that helps you acheive the goals in your financial plan. With periodic performance tracking and portfolio rebalancing, Wealth Management Services allows you to enjoy the important things in life with the knowledge that you are moving towards your financial goals under the guidance of trusted advisors.

That's peace-of-mind. That's Wealth Management at Gold Medal Waters.

Financial Planning

The Financial Planning process develops a guide for achieving your life goals and financial goals through the proper management of your finances.

It consists of six phases that help you take a broad look at where you are financially, where you may want to go in the future, and what you must do to get there. During the Financial Planning process, our advisors provide direction and meaning to your financial decisions - thereby allowing you to understand how each financial decision you make affects other areas of your life.

Gold Medal Waters' Financial Planning solutions are customized to address your unique situation. Our plans are specifically designed to help you plan for retirement income, determine the most suitable investment selection and allocation, implement tax strategies and education planning, evaluate insurance and analyze your financial risks, and provide advice related to estate planning and charitable giving - after all, your plan should reflect you, your life, your goals and your personal legacy.

Wealth Fees

All Gold Medal Waters clients enjoy the firm's flat fee, tiered pricing designed to encourage & incent further client savings.

Combine this with access to DFA Funds, which offers some of the lowest cost investment vehicles, and it is easy to see how our clients enjoy some of the lowest cost total fees available in the marketplace.

Learn about our Wealth Management fees

Unique Investments

Gold Medal Waters is one of the select few firms in the nation able to provide investors with with access to the Dimensional Fund Advisors' (DFA) institutional mutual funds. To access their funds, DFA requires a minimum investment of $2,000,000 per holding. This requirement has been waived for our clients.

Investment Management

With a solid financial plan in place, your Wealth Management Services will focus on the implementation of the plan.

Your Investment Policy Statement (IPS) will outline a customized portfolio solution aimed at managing risk and cost. Using the IPS as a guide, our advisors will buy, sell, and oversee your investments. We will coordinate your account setup and asset transfers, create your investment policies, select your investments and monitor those investments, rebalance your accounts, track preliminary tax information and help you prepare for any liqudation needs.

The overall goal is to bring cost-effective, institutional-quality, disciplined investment management to you.

You can relax and leave the work to us.

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