Gold

Medal

Waters

What We Do.

At Gold Medal Waters, our team aims to simplify and manage your wealth in a manner that increases your peace-of-mind and leads to a greater enjoyment of life. In the broadest possible sense, our goal and duty is to be your advocate in every area of your life in which we are allowed to take part.

Specialty Services

Physicians, OD, DDSBusiness / Entrepreneurs

Socially Responsible Investment Option

Every investor wants to own investments that perform well. A growing number of investors want investments that they feel combine their intention to maximize both financial return and social good.

If you are interested in this option, our advisors will help you create a portfolio aimed at socially responsible investing (SRI). SRI considers investments in companies whose corporate practices minimize the environmental footprint, support workplace diversity, and enhance product quality and safety.

Portfolios of this type typically avoid businesses related to alcohol, tobacco, gambling, weapons, military industries, and abortion.

Wealth Management

Services Offered:Goal SettingRisk AssessmentInvestment AnalysisRetirement PlanningEducation FundingBudgeting Tax Efficient Investment Planning Estate PlanningInsurance PlanningCharitable GiftingInvestment PlanningAccount Setup and Asset TransfersRebalancing and ReportingProgress ReviewsCoordination with Other Professionals

Essentially, we do it all. Wealth Management includes a Financial Plan paired with cost-effective, institutional-quality, disciplined Asset Management. We have learned from experience that these two services must always go together. Without a Financial Plan, the investments might not achieve the desired outcome. Without Asset Management, many Financial Plans are not implemented properly or at all.

Through the development of a Financial Plan, you will clarify your goals and understand your tolerance for risk as well as the amount of risk you need to take in order to achieve your goals. Your Financial Plan will delve into the areas of Investment Planning, Retirement Planning, Budgeting, and Education Funding to align your current sitution with your goals.

Then we’ll take your plan to the next level by looking at Wealth Enhancement to minimize the effects of taxes, Wealth Transfer to address your estate planning needs, Wealth Protection to reduce your liabilities through proper insurance coverage, and Charitable Gifting to help you give back.

All of your investments will be coordinated by Gold Medal Waters and aligned with your Financial Plan. We will rebalance your accounts when it is warranted and meet at least annually to review your overall financial picture and make adjustments as needed.

Our aim is to simplify the process of managing your wealth so that you can focus on what is most important to you.

Read more about Wealth Management

Unique Investments

Gold Medal Waters is one of the select few firms in the nation with access to Dimensional Fund Advisors' (DFA) institutional mutual funds.

DFA is an investment firm headquartered in Austin. The company rejects stock-picking and market timing and utilizes enhanced indexing to design portfolios and limit trading costs.

To access its funds, DFA requires a minimum investment of $2,000,000 per holding.

This requirement has been waived for our clients.

Wealth Fees

All Gold Medal Waters clients enjoy the firm's flat fee, tiered pricing designed to encourage & incent further client savings. Wealth fees begin at $3,000 per annum and increase based upon the assets under management and review by our firm.

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

Many businesses have a 401(k) in place, but they do not maintain it to the required standards. There are four basic rules: Act prudently. Prepare a well-defined plan. Implement the plan as designed. Evaluate the plan at pre-determined intervals.

That’s what we do! At Gold Medal Waters, you will work with an objective Advisor experienced in best-practice guidelines for investing contributions and you will benefit from a conflict-free fee-only approach. What you get is an unparalleled 401(k) solution designed to achieve the results you seek and the peace of mind you deserve.