Create a Financial Plan & Fee-Only Investment Help

What We Do.

Specialty Services

Physicians, OD, DDSAthletes and ActorsBusiness / 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.

We offer services in two areas — financial plan design, and investment strategy and management. Our advisors are experienced in both disciplines and are able to draw upon all Gold Medal Waters resources. Our clients benefit from our integrated team approach, which leverages the expertise and experience of our firm as a whole. This approach sets us apart from many other firms and consistently works to your advantage.

Gold Medal Waters' customized approach to creating unique solutions is our hallmark. Over the years, we have learned that not all clients desire the same services. With this in mind, we have aligned our approach to fit the most common requests.

Value Comparison

Wealth Management

Essentially, we do it all. This is a five-star approach typically used by individuals of wealth who have complex financial needs or those aspiring to outsource the oversight and monitoring necessary to achieve their financial goals . We will ask you to share your life aspirations, current assets, liabilities, and investments. Then, we develop and implement a plan to meet your unique financial goals. While we manage it, you can focus on what you prefer—likely enjoying life.

Learn about Wealth Management

Investment Management Only

We provide professional investment management, only. This is for those of you who have a financial plan in place or those who have already achieved complete financial independence. We will create, implement, and oversee your investment portfolio, or simplify and redesign an unruly portfolio that has mushroomed into many different accounts.

Learn about Investment Management Only

Financial Planning Only

We help develop a financial plan, only. Use this option if you would like us to help structure your financial goals, portfolio, and required investment return. Clients using this service typically have a firm grasp on investment design.

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

This requirement has been waived for our clients.

Learn about Financial Planning Only

401(k) Management

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. We can help you.

Learn about 401(k) Setup & Design