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Our financial planners eat, sleep, and drink investment strategies and the latest financial indicators, so you don’t have to. We’ll provide you with a streamlined, actionable financial plan to beat your financial expectations.

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$1.01B

Assets Under Management [*]

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6

Consecutive Years on Forbes Best-in-State Advisor List [*]

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99.37%

Client Retention Rate[*]

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The one memory I have that really sticks out is one of our first meetings in the office with Glen and Robert. And the fact that there was no pressure for us to move quickly. We got to know Glen and Robert fairly well. They were asking us questions about our background and our objectives, and it was really a very comfortable feeling that both my wife and I walked away with feeling very comfortable, feeling very good about transferring our monies over here.
The one memory I have that really sticks out is one of our first meetings in the office with Glen and Robert. And the fact that there was no pressure for us to move quickly. We got to know Glen and Robert fairly well. They were asking us questions about our background and our objectives, and it was really a very comfortable feeling that both my wife and I walked away with feeling very comfortable, feeling very good about transferring our monies over here.
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George & Nancy W.
Clients Since 2014
GDS Client
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One meaningful memory that I have of GDS is just every year on my birthday, I always get a card in the mail that's signed personally by everyone here in the office, and I've gotten phone calls, and it just always means so much to have my birthday remembered every year consistently for so many years now. So that has always just been a really nice personal touch.
One meaningful memory that I have of GDS is just every year on my birthday, I always get a card in the mail that's signed personally by everyone here in the office, and I've gotten phone calls, and it just always means so much to have my birthday remembered every year consistently for so many years now. So that has always just been a really nice personal touch.
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Abigayle F.
Client Since 2019
GDS Client
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I interviewed three different firms, and I liked the fact that they were realistic, and that was important to me that they were not going to promise me the world. I had a comfort level with them after meeting with them, so that was good.
I interviewed three different firms, and I liked the fact that they were realistic, and that was important to me that they were not going to promise me the world. I had a comfort level with them after meeting with them, so that was good.
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Kris I.
Client Since 2019
GDS Client
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The one thing I would point out to my friend in recommending GDS is that if you're comfortable working with a friendly and family environment that you could trust, then you don't have to worry about much else.
The one thing I would point out to my friend in recommending GDS is that if you're comfortable working with a friendly and family environment that you could trust, then you don't have to worry about much else.
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Seth R.
Clients Since 2017
GDS Client
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I think they do a lot to just kind of keep things going. I mean, there's events; I know we've done a cooking class, wine tasting. We've done wine tasting, and then there was that concert. It was like the first meeting after, kind of when we could go out after the pandemic. And that was really fun. And that was interesting because there were so many people there, they knew everybody. They're like, oh, hey, I mean, they knew everybody's name.
I think they do a lot to just kind of keep things going. I mean, there's events; I know we've done a cooking class, wine tasting. We've done wine tasting, and then there was that concert. It was like the first meeting after, kind of when we could go out after the pandemic. And that was really fun. And that was interesting because there were so many people there, they knew everybody. They're like, oh, hey, I mean, they knew everybody's name.
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Don & Joyce H.
Clients Since 2013
GDS Client
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I do not really personally myself watch the market every day. I know they do, and they also educate us. We've had meetings with them, and we go over our plan, our portfolio, and explain why they're investing where they are investing for us, and we always feel very comfortable once we have got those meetings with them.
I do not really personally myself watch the market every day. I know they do, and they also educate us. We've had meetings with them, and we go over our plan, our portfolio, and explain why they're investing where they are investing for us, and we always feel very comfortable once we have got those meetings with them.
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Rick & Char R.
Clients Since 2021
GDS Client
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I don't recommend things unless I strongly believe in it, and I'm very comfortable in recommending GDS wealth management to other friends who are looking for some sort of financial planner or an investment manager type.
I don't recommend things unless I strongly believe in it, and I'm very comfortable in recommending GDS wealth management to other friends who are looking for some sort of financial planner or an investment manager type.
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Pete & Lynn S.
Clients Since 2018
GDS Client
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I would say our financial adviser has been extremely kind, patient, and responsive, and those would be the three hallmark words for me as I think about our adviser in GDS.
I would say our financial adviser has been extremely kind, patient, and responsive, and those would be the three hallmark words for me as I think about our adviser in GDS.
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Ron & Allison H.
Clients Since 2012
GDS Client
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Most of our phone calls end up being not only about the finance side, but he always asked about my family, I asked about his family so they don't treat you like you're a number. You feel like you actually belong.
Most of our phone calls end up being not only about the finance side, but he always asked about my family, I asked about his family so they don't treat you like you're a number. You feel like you actually belong.
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Laurie B.
Client Since 2014
GDS Client
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We have two children. Our youngest is on the spectrum. He's a really smart kid. He's in school at the University of Tulsa, and there are certain things—you know, certain life skills—that he will never be able to manage, so you sit there and you think to yourself, what happens to him when we're not around? Somebody has to watch out for his financial future because we're not going to be around to do it all the time. There's two people I trust to do that. That's GDS.
We have two children. Our youngest is on the spectrum. He's a really smart kid. He's in school at the University of Tulsa, and there are certain things—you know, certain life skills—that he will never be able to manage, so you sit there and you think to yourself, what happens to him when we're not around? Somebody has to watch out for his financial future because we're not going to be around to do it all the time. There's two people I trust to do that. That's GDS.
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Scott & Stacy J.
Clients Since 2014
GDS Client

Our Clients

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We’ll Help You Navigate the Complexities of Financial Planning

Choose GDS Wealth Management and experience the peace of mind that comes with having a trusted partner by your side as you work towards your financial goals.

Financial Planning - Your Goals are Our Goals

Your Goals Are Our Goals

We don't just manage your wealth; we partner with you to help you achieve your unique financial goals. We listen to your needs, develop a customized strategy, and work together for your success.

Financial Planning - Expert Guidance and Support

Expert Guidance and Support

At GDS, we're more than just financial advisers. We're a team of experts with decades of experience managing wealth, minimizing risk, and navigating the complexities of investing. And we're always here to help you every step of the way.

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Complimentary Financial Planning

You read that right - our financial planning services are completely free! Our goal is to provide you with the tools and knowledge you need to make informed decisions about your wealth without any extra costs.

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GDS Wealth - Safeguard you returns

Safeguard Your Returns

You might have lost money through investing before, or you know someone who has. This has caused hesitation in terms of wealth management, and your investment strategy is choppy at best. You’re terrified of making a mistake, and you’re not sure which investment strategy to follow. That’s why we only offer you products and services in line with your risk tolerance. If you need guarantees, we’ll find the products with guarantees. We’ll also provide enough education on the potential of the investment and its possible drawbacks, so you know what’s at stake.
GDS Wealth - Be Compliant

Be Compliant

If you have to be honest, you’re a little scared about what you don’t know. You’re not sure how this might affect you and your loved ones financially. Right at the top of the list are taxes and how you can possibly minimize your tax risks and liabilities. We offer advice that will allow you to make the most out of your money with as little tax liability as possible across estate planning, trusts, investments, and any other financial product you may hold with us.
GDS Wealth - Secure your future

Secure Your Future

You’re worried that you won’t have enough for retirement and that you’ve failed to cement a strategy for the future. Not only does this create financial fear, but it also creates emotional instability and insecurity about the future. We offer a tailored personal financial plan to determine where you are in your financial journey. With this plan, we can help you plot a course for your retirement and other future financial goals.

Pave Your Financial Journey With Personalized, Responsive Service at Every Step of the Way

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Financial Planning

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Estate, Charitable Giving & Trusts

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Smart Investor + GDS Wealth

Whether you're an individual with personal and family goals or you're responsible for the financial goals of your organization, our team of experts is here to offer an array of financial and investment planning services that are essential to your success. Our certified financial planners will work hand-in-hand with you—and if need be, your other professional advisers—to select the services that best suit your needs.

And as part of the Dave Ramsay SmartVestor Program, you can trust that our expert advice is rooted in industry best practices. We've also taken the Fiduciary Oath, which means that we're legally required to always act in your best interest. With a focus on transparency and ethical practices, we strive to deliver personalized solutions that help you achieve your unique financial goals, no matter which life stage you're in.

Partner with GDS Wealth Management today and experience the peace of mind that comes with having a trusted financial partner by your side.

Contact Us for a Complimentary Portfolio Review

If you’ve never had a financial adviser before, it might seem a little daunting when you first sit down together. Here at GDS Wealth Management, we take the worry out of investment planning by offering a complimentary portfolio review. All it takes is a little time to evaluate the hidden potential of your assets. Take a look at our 6-step financial planning process.

Contact Us for a Complimentary Portfolio Review

Financial Insights

Discover the keys to financial success with our industry expertise, up-to-date market insights, and proven wealth management strategies to help you achieve your financial goals.
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