You deserve financial Independence.

We build strategies to get you there. 

Join our mailing list and never miss an update

Visit

4551 13th Street,

Unit C,

Boulder

CO 80304

Connect with us

  • Grey Facebook Icon
  • Grey G+ Icon
  • Grey Twitter Icon
  • Grey LinkedIn Icon

New Clients

Boulder  •  Denver

Fort Collins  •  Colorado Springs

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

OUR SPECIALITIES

There are many financial advisory firms for you to choose from, however, not many focus on the unique needs, desires, and challenges of those in the medical community or those with high income. At GMW, we get it and we get you.
Specialities

FINANCIAL PLANNING FOR DOCTORS

If you're a doctor, you deserve a financial advisor who understands you. 

We've solved delayed entry into the workforce, high debt loads, burnout, and taxes.  Our team has experience working with high incomes and a deep understanding of your strategic benefits and retirement plan options. 

Fields We've Helped

Emergency Medicine

Family Medicine

General Surgery

Internal Medicine

Medical Research

Neurology​

Obstetrics & Gynecology

Ophthalmology

Otolaryngology

Psychiatry

Physical Medicine

Radiology

Urology

 
Specialities

FINANCIAL PLANNING FOR OPTOMETRY PRACTICE OWNERS

Is there really a financial advisor who specializes in working with Optometrists? 
 
Yes.  And as far as we know, we're it.   

After years of working closely with a number of optometrists, we understand your business model very well.  

What We Work On

Personal Financial Planning
Retirement Plan Design

Practice Management

Lifestyle Planning

Business Financials

Asset Protection

 
Specialities

FINANCIAL PLANNING FOR RESIDENTS AND FELLOWS

Medical School is behind you, and now for the first time, you’re making some money.  Not sure what to do next?  Now is a great time to start working with us to lay down a solid foundation for your future higher income

What We Work On

Spending Policies

Budgeting

Debt Reduction

Basic Planning

 
Specialities

YOU HAVE HIGH INCOME

Our high income clients are focused on building significant assets and financial independence.

We've developed specialized, high income strategies targeted to clients with annual household income greater than $250,000. 

What We Work On

Tax Deductions/Credits

Tax Deferral Strategies

Tax Bracket Arbitrage

Tax Loss Harvesting

Asset Location

Education Planning

 
Specialities

YOU HAVE SIGNIFICANT ASSETS

Maybe you've already built a substantial net worth and you want a professional to help you maintain financial independence.
 
We've designed our system to work well with those who have have accumulated assets between $1MM and $20MM.

What We Work On

Lower Cost Investments

Tax Loss Harvesting

Asset Location

Portfolio Strategies

Retirement Tax Planning

Tax Bracket Arbitrage