You don’t have to be a wealth manager to be financially savvy
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.
Our Clients
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.
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.
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.
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.
Pave Your Financial Journey With Personalized, Responsive Service at Every Step of the Way
Financial Planning
Estate, Charitable Giving & Trusts
Portfolio Management
Risk Management
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.
Financial Insights
What’s going on at GDS - September 2024
September 2024 Market Review
From Glen’s Desk - September
Download Our 6-Step Financial Planning Process
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