Disclosures

Important Legal Information

The information on this website is provided for informational and educational purposes only and does not constitute personalized investment, legal, tax, or accounting advice. Please consult your professional advisers regarding your individual circumstances.

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.

Testimonials & Endorsements

This website may include testimonials and endorsements from current clients, including reviews posted on third-party platforms such as Google. Individuals who provide a testimonial or review receive a non-cash promotional item from GDS, creating a conflict of interest. Receipt of the promotional item is not conditioned on providing a positive review, and individuals remain free to provide honest feedback. Testimonials may be edited for length and will not be altered in a manner that changes the individual’s opinion or experience.

Third-Party Advertising and Referral Disclosures

GDS Wealth Management participates in third-party advertising and client referral programs, including SmartVestor®, SmartAsset®, WiserAdvisor®, and Data-Align. Under these arrangements, the firm pays advertising and/or referral fees in exchange for marketing services and prospective client introductions. These fees are paid by the firm and are not charged separately to clients.

These third-party companies are independent and do not supervise the firm’s investment advisory activities or provide investment advisory services on its behalf. Participation in these programs should not be construed as an endorsement or recommendation of the firm or its advisory personnel.

Professional Designation Disclosures

Unless otherwise indicated, professional designations and registrations referenced on this website apply only to the individual adviser identified.

National Football League Players Association (NFLPA) – The NFLPA Financial Advisor Program is designed to provide eligible NFL players with access to financial advisors who have met the program’s eligibility requirements. Advisors accepted into the program undergo an application process that includes credential, experience, background, and regulatory compliance reviews. Participation in the NFLPA Financial Advisor Program does not constitute an endorsement, recommendation, or guarantee by the NFLPA regarding an advisor, the quality of advisory services, or future investment performance.

CERTIFIED FINANCIAL PLANNER® (CFP®) – Advisors who hold the CFP® certification have met CFP Board’s education, examination, experience, and ethics requirements and agree to uphold the CFP Board’s Code of Ethics and Standards of Conduct.

Chartered Retirement Planning Counselor℠ (CRPC®) – The CRPC® designation is a registered trademark of the College for Financial Planning®. Individuals who hold the designation have completed specialized education in retirement planning and use the designation under license.

Accredited Asset Management Specialist℠ (AAMS®) – The AAMS® designation is awarded by the College for Financial Planning® and signifies specialized education in asset management.

Certified Exit Planning Advisor® (CEPA®) – The CEPA® designation is awarded by the Exit Planning Institute® and signifies specialized education in business exit planning.

Chartered Financial Consultant® (ChFC®) – The ChFC® designation is awarded by The American College of Financial Services and signifies completion of an advanced financial planning curriculum.

Certified Private Wealth Advisor® (CPWA®) – The CPWA® designation is awarded by the Investments & Wealth Institute® and is intended for financial professionals who serve high-net-worth clients. Candidates must complete executive education through an approved program, pass a comprehensive examination, satisfy experience and ethics requirements, and complete ongoing continuing education.

Rankings and Awards Disclosure

Awards, rankings, and recognitions referenced on this website are issued by independent third-party organizations using their own evaluation criteria and methodologies. Unless otherwise disclosed, no fee is paid to be considered for an award or ranking, although licensing or promotional fees may be charged after recognition is granted. Additional information regarding each award’s methodology and selection criteria is available from the sponsoring organization.

Inc. 5000® – The Inc. 5000® recognizes privately held companies based primarily on revenue growth over the applicable evaluation period. The ranking evaluates business growth and is not an assessment of investment advisory services, investment performance, or client satisfaction.

Great Place To Work® – Great Place To Work® Certification is based primarily on employee survey responses and workplace culture assessments. This recognition relates to the firm’s workplace environment and is not an evaluation of investment advisory services, investment performance, or client experience.

Better Business Bureau (BBB) Accredited Business – BBB Accreditation signifies that a business has agreed to meet the Better Business Bureau’s Standards for Trust and has been determined by BBB to meet its accreditation requirements. Accreditation is not an endorsement of investment advisory services or investment performance. GDS pays an annual fee to maintain BBB Accreditation.

Forbes Best-in-State Recognition – The most recent recognition was published by Forbes in April 2026 and was based on information as of June 30, 2024, through June 30, 2025. GDS did not pay Forbes or SHOOK Research to be considered for or receive the rankings. GDS did pay a licensing fee to use or publicize the rankings. The rankings are not indicative of future investment performance and may not be representative of any client’s experience. Additional information regarding the methodology and selection criteria is available from Forbes and SHOOK Research.

Third-Party Products & Services

EverSafe® and ClearMatch are made available to eligible clients through Raymond James and/or its unaffiliated third-party providers. Availability is subject to eligibility requirements and applicable terms. These services are separate from GDS’s investment advisory services and are governed by the terms and conditions of the applicable provider.

Additional Disclosures

Client Retention Rate – Client retention is calculated annually using GDS Wealth Management’s internal methodology by dividing the number of client households that remained clients through the end of the applicable measurement period by the number of client households at the beginning of that period. The calculation excludes deceased clients, household consolidations, firm-initiated terminations, and other applicable exclusions. The retention rate is based on the most recently completed annual measurement period and is not indicative of investment performance or any client’s future experience.