IMAGINE A RELATIONSHIP BUILT ON TRUST; IT BEGINS WITH OUR FIRST CONVERSATION AND KEEPS ON GROWING.
BECAUSE LIFE CHANGES, OUR ADVICE EVOLVES
We believe that designing and sustaining a purposeful financial life is an ongoing process. It’s the difference between planting a garden and maintaining it – both are required to deliver the benefits you seek. Our advice will evolve and adapt to reflect the changes in your life and your aspirations. We’re also clear about setting realistic expectations. Unmet expectations invariably lead to frustration. That’s one of the reasons we emphasize clear, thorough communication based on trust.
Compelling Vision
Credible Leadership
We have carefully cultivated an exceptional team at Gold Medal Waters. We pride ourselves on expanding carefully, as it takes time to find qualified, dedicated advisors who are truly capable of delivering on our philosophy.
As a result, your advisory team will boast some of the best credentials and experience in the industry and will be skilled in working collaboratively.
Our Credentials
CFP® CIMA® CPWA® AIF® AAMS®
Compelling Vision
WE WANT YOU TO FEEL SUCH A TREMENDOUS SENSE OF FINANCIAL RELIEF THAT YOU CAN TURN YOUR FOCUS TO LIVING YOUR VALUES.
Every company needs an ultimate goal and a purpose to unite it.
Ours is simple. Our financial planners want you to feel calm and relaxed about your money.
Over time, you should feel an increase in control and a decrease in anxiety.
Our Core Values
WE BUILD YOUR EXPERIENCE ON THESE BEDROCK VALUES
We work hard and have fun.
We choose to be positive.
We care about each other.
We tell each other the truth.
We treat everyone with respect.
We are committed.
Uncompromising Standards
OUR FIDUCIARY STANDARD LEADS TO A COMMITTED TEAM.
We're required by law to act as a fiduciary. This means we must:
Put your best interest first.
Act with prudence.
Not mislead you.
Avoid conflicts of interest.
Fully disclose unavoidable conflicts.
Non-fiduciary firms are only held to a suitability standard, whereas fiduciary firms, such as ours, are required to act with undivided loyalty and to disclose how we get paid.
