IMAGINE A RELATIONSHIP BUILT ON TRUST, THAT TRUST BEGINS WITH OUR FIRST CONVERSATION
In late 2003, when we began to design the firm, we searched for a name that would give a nice metaphor for the financial planning and investment services offered—the highest quality financial strategies to help our clients thrive.
Four months later, on an early season fly fishing trip, Gold Medal Waters drifted into view and our founder was hooked.
Our Story
"GOLD MEDAL WATERS"
IT HAS A NICE RING, BUT WHAT DOES IT MEAN?
“Gold Medal” is the designation that the Colorado Wildlife Commission bestows on the highest quality trout habitats in the state. Colorado waters can earn the moniker only when they offer outstanding opportunities for trout to live and thrive.
Credible Leadership
WE'VE MADE A POINT TO HIRE SLOWLY IN ORDER TO FIND THE RIGHT LEADERS TO HELP OUR CLIENTS DETERMINE THEIR DIRECTION AND GOALS
Because of this, your team will boast some of the best industry credentials and will be skilled in working collaboratively toward an end goal.
Our Credentials
CFP®
CIMA®
CPWA®
AIF®
AAMS®
AEP®
MD
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.
A Committed Team
OUR TEAM HAS ALWAYS BEEN THE HEART OF OUR CULTURE
Our talented team works together to live up to our standards, uphold our values and pursue our vision.
We understand that we're part of something bigger - a culture designed to improve your life.
In order for a wealth management firm to succeed, the organization must work well together. We've built a dream team for your financial life.
