Important Legal Information
GDS Wealth Management (“GDS”) is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training. GDS provides investment advisory services and responds to inquiries only after meeting applicable state registration requirements or qualifying for an exemption.
The content on this website is intended for general informational purposes only. It should not be construed as a solicitation to buy or sell any securities or investment advisory services. Nothing on this site constitutes personalized investment advice. For recommendations tailored to your individual financial situation, please consult a qualified and licensed financial professional.
Risk Disclosure
Investing involves risk, including the potential loss of principal. No investment strategy, including asset allocation or diversification, can guarantee profits or protect against losses during market downturns. Past performance is not a reliable indicator of future results.
Asset allocation and diversification are risk management tools, not guarantees of gain or protection from loss. The success of any investment strategy depends on the performance of underlying investments, which may fluctuate in value and result in loss.
Information presented on this website, including market data, third-party content, and educational resources, is believed to be reliable but is not guaranteed for accuracy, completeness, or timeliness. All content is for educational purposes only and should not be the sole basis for any financial decision.
Privacy Disclosure
GDS is committed to protecting the confidentiality of client information and maintaining strict privacy standards. Non-public personal information may be collected to provide advisory services and to satisfy legal, regulatory, and contractual obligations. Personal information is not sold to third parties.
Personally identifiable information is not collected through this website; however, information may be obtained through advisory agreements, account applications, financial documentation, or from authorized third-party sources as needed to deliver services.
"Do Not Track" signals are not responded to, as cross-site behavioral tracking is not conducted for advertising purposes. Limited technical data may be collected through cookies or similar technologies to enhance website functionality. This may include IP addresses, browser types, device information, and usage metrics. Users may manage cookie preferences through their browser settings.
This website may contain links to third-party sites. The investment adviser does not control and is not responsible for the content, privacy practices, or data security of unaffiliated websites. Users should review the privacy policies of those third parties independently.
For the complete Privacy Policy, please click here or contact the firm to request a copy.
Social Media Disclosure
The firm maintains a presence on public social media platforms, including but not limited to Facebook, LinkedIn, Instagram, YouTube, and X (formerly Twitter), to share educational content, financial insights, and firm updates. All content is subject to regulatory oversight, and only publicly available, non-personalized information is posted or responded to.
GDS is not affiliated with any social media platform and does not control how third-party sites collect, store, or use personal data. Users are encouraged to review the privacy and security policies of each platform prior to engagement.
Account-specific inquiries or confidential information should not be shared through social media. For assistance, contact the firm directly using the information provided on this website.
Respectful engagement is welcomed; however, content that includes personal or confidential information, requests for investment advice, or material deemed inappropriate, promotional, or misleading may be removed to comply with regulatory standards. GDS reserves the right to moderate or delete such content at its discretion.
Any "likes," "follows," or "shares" of third-party content do not constitute an endorsement, recommendation, or validation of any individual, company, product, or strategy. Third-party content does not reflect the views of GDS and has not been reviewed for accuracy or completeness.
Information shared on social media is intended for general, educational purposes only and should not be construed as investment, legal, or tax advice. For personalized financial guidance, consult a qualified professional.
Third-Party Advertising and Referral Disclosures
GDS participates in various third-party advertising and client referral programs, including but not limited to SmartVestor (operated by Ramsey Solutions), SmartAsset (operated by SmartAsset Advisors, LLC), and WiserAdvisor. Under these arrangements, GDS pays a flat fee and/or a fee per lead for marketing services and the opportunity to be introduced to prospective clients. These fees are paid by GDS and are not passed on to clients.
These third-party platforms are not affiliated with GDS Wealth Management and do not provide investment advice on behalf of GDS. They do not supervise or monitor GDS’s investment advisory activities and are not responsible for any advice or services provided by GDS. Their inclusion on this page does not represent an endorsement by GDS, nor should it be interpreted as such by any current or prospective client.
Professional Designation Disclosures
Certain investment adviser representatives of GDS Wealth Management hold professional designations or registrations that demonstrate specialized knowledge, experience, or access to particular client segments. These designations and registrations require individuals to meet specific educational requirements, adhere to ethical standards, maintain industry experience, and pass certain examinations or screening processes. However, these designations and registrations do not imply a particular level of skill or training beyond what is required for their attainment, nor should they be construed as an endorsement or approval by any state or federal regulatory authority, including the U.S. Securities and Exchange Commission (SEC).
Examples of designations and registrations include:
- National Football League Players Association (NFLPA) Financial Advisor Program Registration:
This program was established to provide NFL players with access to financial advisors who meet defined eligibility criteria and undergo a formal application, background screening, and compliance review conducted by the NFLPA. Registration requires advisors to hold professional credentials, maintain industry experience, and have a clean regulatory compliance record. However, inclusion in the NFLPA Financial Advisor Program does not constitute an endorsement, approval, or recommendation by the NFLPA of the advisor, their qualifications, or the financial services they provide.
- Accredited Asset Management Specialist (AAMS®):
Awarded by the College of Financial Planning® (CFP®), this designation indicates specialized training in asset management.
- Certified Exit Planner Advisor (CEPA):
Issued by the Exit Planning Institute, Inc. (EPI), this certification reflects expertise in business exit planning.
- CERTIFIED FINANCIAL PLANNER® (CFP®):
Granted by the Certified Financial Planner Board of Standards, Inc., the CFP® designation requires meeting rigorous education, examination, experience, and ethical standards. The CFP® marks are federally registered certification marks owned by the CFP Board.
- Chartered Financial Consultant® (ChFC®):
Issued by The American College, the ChFC® designation reflects advanced financial planning knowledge. The ChFC® mark is proprietary to The American College and used by permission.
- Chartered Retirement Planning Counselor (CRPC®):
A registered trademark owned by the College for Financial Planning, this designation indicates specialized retirement planning knowledge and is used under license.
Rankings and Awards Disclosure
Third-party awards, rankings, and recognitions referenced herein are the result of evaluations conducted by unaffiliated organizations or publications. These honors should not be interpreted as an endorsement, guarantee of future results, or a promise of specific performance for clients or prospective clients of GDS Wealth Management. Such designations often rely on information voluntarily submitted by the firm and are typically based on qualitative and/or quantitative criteria, which vary by award. In most cases, there is no fee to be considered; however, organizations may charge a licensing fee for the use of award logos or for promotional purposes after recognition is granted.
These rankings are for informational purposes only. They should not be the sole basis for selecting an investment advisor, nor do they reflect actual investment performance or client outcomes. Clients and prospective clients are encouraged to review each awarding body’s methodology and criteria, which are usually available on the respective websites.
