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Financial Planning for Your Future

Take control of your finances with a clear, customized plan designed to grow your wealth, protect your legacy, and gain the confidence you deserve.

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True Fee-Only Fiduciary

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Savvy Investing While Minimizing Taxes

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Long-Term Financial Goal Strategy

Why Partner with GDS?

We believe financial confidence begins with trust. Our advisers take the time to listen carefully, learning what matters most to you before providing tailored guidance. Whether you’re planning for retirement, managing market uncertainty, or looking for a dedicated financial partner, we’re here to support your journey. 

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Trusted by Clients

Our 99% client retention rate1 reflects strong, enduring client relationships. 
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Advice That Starts With You

We listen first, then tailor strategies that reflect your priorities, goals, and values.
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A Clear Plan in a Complex World

No jargon, just clear guidance to help you make informed financial decisions.
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Years In Service

Guiding clients through markets and milestones with their best interests at heart.

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Client Retention Rate

 Clients remain with us as we focus on their goals and strive to provide meaningful service.1

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Assets Under Management

Reflecting the confidence clients place in our disciplined, long-term approach.2

Our Services

 Financial planning should feel personal and transparent. We’ve helped clients navigate life’s milestones with confidence. Our team operates under a true fiduciary standard and offers services designed to your evolving needs.3

Financial Planning

Get a personalized financial roadmap that simplifies complexity, aligns with your goals, and helps you move forward with confidence.

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Investment Management

Your portfolio is built around you.
It is strategically selected, actively managed, and diversified to support your goals and manage risk.

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Legacy Planning

Align your wealth with your values, so what you’ve built continues to reflect what matters most, even after you’re gone.

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Hear from OUR clients

“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.”4

Kris

"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 at GDS."4

Ron & Allison

“I do not 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.”4

Rick & Char

“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.”4

Pete & Lynn

Is GDS the Right Fit for You?

 We believe that the best partnerships are built on shared values and mutual success. That’s why we invite you to explore the information below and discover if GDS is the right financial partner for you.

We May Not Be the Right Fit For You If...

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You prefer to manage your finances independently without professional input.

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You’re focused on high-risk, short-term gains over long-term stability and growth.

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You’re not ready to engage in a collaborative planning process.

We May Be a Good Fit For You If...

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You want a partner who listens, prioritizes your goals, and stays through life’s changes.

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You care about leaving a meaningful legacy that reflects your values and priorities.

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You have $1M+ to invest and want personalized, relationship-driven service.

Schedule a Complimentary Consultation

Take the First Step Today Toward a More Secure Tomorrow

Get started with The GDS Experience and gain insights to help guide your financial future.

1

Discovery Meeting

You start by sharing your goals, your priorities, and what success looks like to you, so we can tailor our approach to what matters most to you.

2

Review Customized Plan

We’ll go through a clear plan together. You’ll have the opportunity to shape it, ask questions, and make adjustments so you feel confident and in control.

3

Become a Client

Once you're comfortable and aligned, we’ll initiate the asset transfer and begin executing the investment strategy to turn your goals into action.

Download the Planning Guide

Ready to Plan Your Financial Future with Confidence?

Schedule your complimentary consultation today and discover how our fee-only fiduciary approach can help you achieve your goals.

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1 This figure reflects the percentage of clients who continued their advisory relationship during that period. Retention data includes only those clients classified internally as “Qualified Clients.” It excludes clients whose relationships were ended at the firm’s discretion. This information is provided for illustrative purposes only. It does not reflect investment performance and should not be interpreted as a guarantee of future results. Individual client experiences may vary. Methodology available upon request.

2 Any references to assets under management (AUM) represent the approximate fair market value of assets managed by GDS as of June 30, 2025.

3 GDS Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where GDS Wealth Management and its representatives are properly licensed or exempt from licensure. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Any reference to performance, returns, or client outcomes is not a guarantee of future performance. The content provided on this website is intended for informational purposes only and does not constitute personalized financial, investment, legal, or tax advice. You should consult a qualified financial advisor before making any investment decisions.

4 Testimonials and endorsements appearing on this website, in marketing materials, or on third-party platforms may be provided by clients or non-clients of GDS Wealth Management. These statements reflect the individual experiences and opinions of the persons quoted and may not be representative of all clients. No testimonial or endorsement should be construed as a guarantee, recommendation, or assurance of future performance or success.

While no cash compensation was provided in exchange for these testimonials, some individuals may have received non-cash compensation or benefits in connection with their testimonial or endorsement, which could present a potential conflict of interest. All testimonials are used with permission and may be edited for clarity or length.