PROVIDING GUIDANCE THROUGHOUT YOUR FINANCIAL LIFE

At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future.

FINANCIAL PLANNING FOR

ONGOING VALUE

People who consider hiring us have typically heard about things that we refer to as financial "products" such as Investment Management or a Financial Plan. They contact us thinking they need one or more of these things, and truthfully, some may require them (e.g., 401k) decisions, tax planning, mutual funds. Our real value lies in our planner's ability to help design and support your journey toward the best possible version of your life. We do this while maximizing the likelihood of achieving all that you find meaningful (such as sending kids to college, taking a trip to Africa, paying off a mortgage). As your path evolves, we adjust our expertise to enhance your optimal lifestyle.

NUMBERS WE ARE PROUD OF

136

CLIENT HOUSEHOLDS

98%

RETENTION RATE

16

YEARS OF EXPERIENCE

122

MILLION IN ASSETS

ACHIEVING MEANINGFUL OUTCOMES TAKES TRUST

Whether you are just starting to save and build wealth or have already accumulated a sizable portfolio of assets, we know that talking about money can be stressful.  We pride ourselves on building relationships based on deep trust, a foundation that greatly reduces the stress of talking about money. This allows us to truly work together to identify and achieve your aspirations, in every phase of your life. Our advisors listen intently – you certainly deserve that, and it’s vital to delivering advice that can maximize the probability of achieving your objectives.

FEATURED RESOURCES

Strategies for Physicians, Business Owners and Others with Wealth 

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Dealing with Medical School Debt

A Client Story Featuring a Physician Dealing with Medical School Debt

Opening Your Eyes to Private Equity Sell
Opening your Eyes to Private Equity

Selling your Ophthalmology Practice

Protecting your Assets
Featured White Paper

PROTECTING YOUR ASSETS

Strategies for physicians, business owners, and others with wealth
DOWNLOAD THE GUIDE

CO-CREATING THE PATH TO YOUR BEST LIFE

Tell us about your aspirations.  
We’ll help you get and keep the life you deserve. 

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Visit

4551 13th Street,

Unit C,

Boulder

CO 80304

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Boulder  •  Denver

Fort Collins  •  Colorado Springs

COPYRIGHT © 2019 GOLD MEDAL WATERS. WE USE COOKIES. OUR DISCLOSURE & PRIVACY.