Personal Services

Our wealth managers understand a fact often missed by advisers at larger firms - that is, you are the most important piece in the process. Without you, Gold Medal Waters would not exist. You bring us your resources and your trust. In return, we owe you our very best work.

Our clients represent a true cross section of life. They are mothers, fathers, adventurerers, independent businessmen and women, professionals, entrepreneurs - multi-role individuals with diverse financial needs. Many are in the stage of wealth accumulation. Just as many are nearing financial independence. And then, there are some who have achieved financial freedom and are looking to the next generation.

We understand that most people want control over their finances. Yet, they find money controls their daily living to some degree. Surprisingly, the amount of money is not usually the issue. In many cases, it is the lack of knowledge and time.

Gold Medal Waters can help you take charge of your finances beginning with our no cost, no obligation, Initial Consultation.

Following our consultation, you will receive a fee statement and a proposal which outlines your goals and identifies one of our service levels:

Download a copy of our Service and Fee Matrix

Wealth Management (The Cadillac)

We do it all. Financial Planning, Asset Management, and unlimited consultation. You get to sit back, focus on life's other pleasures and enjoy the ride.

Retirement Income (The Fuel)

Ever wondered how you were going to replace your paycheck or create income from your portfolio? Here, we rework your portfolio to give you your paycheck.

Financial Planning Option (The Car Kit)

Maybe what you enjoy is managing your investment portfolio? With this option, we give you the instructions and outline. You do the rest.

Asset Management Option (The Engine)

Maybe you already know understand your financial plan and just want some professional help in creating and maintaining your portfolio. You give us your portfolio, we maintain it.

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