Who We Are 
We take your
future seriously.
We view wealth management as a near sacred responsibility. Money carries weight. Handled well, it has the power to protect, provide, and give people the freedom to live well.
We don’t take that lightly.
Glen D. Smith, CFP®, CRPC®
CEO, CIO, Founder
Longevity is earned, not assumed. In an industry often driven by short-term results, we’ve built an independent fiduciary firm designed to endure.
Disclosures See If We’re a Fit
Our Services
What we can
help with.
Your financial life needs a foundation before anything else can work. We build a clear, personalized strategy that integrates your goals, priorities, and timeline into a single plan.
Your portfolio is built around your goals, adjusted as your life changes, and monitored consistently. You never have to wonder if something has been overlooked.
What you’ve built deserves to land exactly where you intend. We help you get the structure right so your assets, wishes, and values carry forward the way you meant them to.
Retirement looks different for everyone, and the plan should reflect that. We design income strategies around your life so you can step into that chapter feeling prepared.
Getting income right and keeping taxes low are two sides of the same conversation. We handle both together so more of what you earn stays with you long term.
Meet the team.
The Wealth
Standard
A curated experience.
Most plans look good on paper. Ours are built to hold up in real life. That starts with understanding who you are at your core, then building from there.
A philosophy
of hospitality.
FAQ
The questions
we hear
most often.
Our clients are truly the heart of our business. We place them first in every action we take through our fiduciary commitment to delivering five-star service. We work closely with our clients to design financial plans tailored to their goals, values, and circumstances, helping them pursue long-term financial success.
Our advisors who hold the CERTIFIED FINANCIAL PLANNER designation have met rigorous education, experience, and ethical requirements. Their insights reflect dedication to the highest standards in financial planning. As an SEC-registered investment adviser, we are committed to acting in your best interest. We do not accept commissions or promote proprietary products.
We provide comprehensive financial planning services including investment management, retirement planning, tax-aware strategies, and estate and legacy planning. Every recommendation starts with a personalized strategy and is continuously updated as your goals and circumstances evolve.
A fiduciary financial advisor helps you organize your financial life, create a plan for your goals, and guide investment decisions—while being legally required to act in your best interest. GDS operates as a fee-only fiduciary; meaning advice is objective and not driven by commissions or product sales.
Yes. GDS works with clients throughout the United States. We effectively deliver our services both in-person and remotely, depending on your location and what works best for you. Please feel free to reach out to our office today to schedule your initial consultation.