Who We Are 
GDS is built for people who take what they do seriously and care
about doing it the right way. We help clients through the moments
that define their financial lives, and everyone here understands
the weight of that. Culture isn't a talking point.
It shows up in the quality of work we deliver every day.
More about GDS.
GDS is an SEC-registered wealth management firm managing approximately $2.3 billion in client assets¹ and serving clients nationwide. Our mission is to provide confidence and peace of mind through disciplined investment management, sophisticated financial planning, and exceptional client service.
A founder-led, independent wealth management firm, GDS was co-founded by Glen Smith and Robert Casey. Under their leadership, the firm has earned a reputation for disciplined investment management and client-first decision-making. Glen Smith serves as CEO and CIO and has been recognized as a Forbes Best-in-State Wealth Advisor (2019–2026).²
¹ Assets under management are approximate and as of June 2026. AUM is not indicative of investment performance or client experience.
² Forbes Best-in-State Wealth Advisor recognition is based on criteria established by SHOOK Research. No compensation was paid for inclusion. Past recognition is not indicative of future results. See our Disclosure Page for additional information regarding award methodology and related disclosures.
What is it like to
work here?
Joan Doan
Marketing Director
Working at GDS means being part of a close-knit team where advisors, strategists, and operations professionals all contribute to the same goal. We care deeply about how we serve clients.
We take care
of our people.
Performance is rewarded generously and the benefits package behind it is built to match. Health coverage, a matching 401(k) and real investment in your professional development are part of the package. Good work gets noticed at GDS and you’ll have room to grow into more of it.
