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.
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.
CFP® CIMA® CPWA® AIF® AAMS®
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 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.
"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.
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.