Gold

Gold Medal Waters is a Boulder investment advisor and fee-only financial advisor that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. The firm is independent and it offers its services throughout Colorado and Illinois, including Boulder, Denver, Fort Collins, Colorado Springs, Chicago, and many Colorado mountain towns. With the addition of teleconferencing, our financial advisors and CFPs increasingly work with clients across the United States.

Our team members believe that good business results from an honest working relationship. It is our founding principle and what separates us from others. Our practice is transparent and our work is commission free - all compensation is disclosed before any agreement is signed. As your financial advisor, we act as your fiduciary - a responsibility we take seriously. This requires us to place the interests of our Clients ahead of our own interests in all decisions. It differentiates us from other Boulder and Denver financial advisors who are actually considered representatives of broker-dealers by the Securities and Exchange Commission (SEC).

Boulder, CO
Denver, CO
Fort Collins, CO
Colo Spgs., CO
Golden, CO
Longmont, CO

Clients seek to consult with our firm for many reasons. Often, plans have not been created or implemented properly. Goals lack clarity or do not exist. Risk capacity has not been measured. Investments are held in too many accounts, and are too complicated and costly to manage. Lack of clarity in these areas can lead to feelings confusion and anxiety, or worse, can contribute to unnecessary account duplication, lack of diversification, inappropriate asset allocation, high costs, and increased risk.

Studies show that when a you consult with a financial advisor, you often save two to three times as much as your peers, feel more knowledgeable about your investments, and more confident about your decisions. We have found those studies to be accurate. After working with our firm, clients tell us they have a much clearer understanding of their present situation. Plans are in place and savings thresholds have been set. Risk measures and future goals now guide investment asset allocation. Accounts are consolidated, placed on a rebalance schedule, and investment costs are reduced. Overall diversification has likely increased.

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