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
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
YEARS OF EXPERIENCE
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.