A Personalized Portfolio

As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income or capital preservation, while being mindful of your attitude toward risk is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

Comprehensive Monitoring

Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis and the insight of our team to keep your financial objectives in sight and help drive smart decision-making.

Do you work with clients outside of Texas?

Yes, we do. Our team works with clients through out 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. We would love to speak with you about your financial goals.

Why should I work with a wealth management adviser?

Choosing to work with a wealth management adviser isa highly personal choice that should not be taken lightly. Experienced wealth management advisers, such as our team members at GDS Wealth Management, work to provide clients with peace of mind. Our team prioritizes personal relationships with our clients. We truly take the time to get to know you and your financial wants and needs before constructing a comprehensive financial plan that fully encompasses your financial goals. Embrace a higher quality of personalized financial planning by working with our dedicated team.

What are the features of a solid financial plan?

Although financial plans are specific to each individual, a solid financial plan typically consists of the following features:

  • It is comprehensive.
  • It is updated for average inflation.
  • It has updated goals specific to you and your family.
  • It considers estimated healthcare premiums and expenses.
  • It estimates returns based on your risk tolerance and a reflection of your goals.
  • It calculates the best time to take social security.
  • It accounts for long-term care gaps.
  • It considers assets used and not used in the plan.
  • It plans for life events and extended longevity.
  • It runs Monte Carlo simulations.
  • It factors in tax considerations.

Our financial planners pride themselves on crafting personalized plans that take each of these considerations into account, along with any specific situations you may have.

What makes GDS Wealth Management different from other wealth management firms?

Here at GDS Wealth Management, our clients are truly the heart of our business. We place them first in every action we take through our commitment to delivering the highest degree of personalized service. We work closely with our clients to create a financial plan that addresses their individual financial needs and goals, and we maintain active, involved relationships with our clients. When you work with our team, you receive our unparalleled commitment to your financial plan.

What is your investment approach?

We believe in an actively managed and diversified portfolio that is tailored to your specific needs and goals. Because financial goals are personal and specific to each client, we create an investment plan that will serve your individual financial plan. When we create portfolios for our clients, we use a variety of assets, including exchange-traded funds (ETFs), individual stocks, derivative-based products, and cash and cash equivalents. We involve our clients in every step of the planning process to make sure that their portfolio is comprised of assets that meet their individual strategy and needs.

Are you a fiduciary?

Yes, we are. A fiduciary must place their clients’ best interests ahead of his or her own. Fiduciaries must disclose what their fees are, how they are compensated, and any potential conflicts of interest that might influence a client to use their services. There is a notable difference in the standard of care that fiduciary and non-fiduciary investors are held to. Non-fiduciary investors are only required to recommend investments that are suitable; they are not required to recommend investments that are in their clients’ best interest. In other words, although an investment may be suitable, it may not be the best choice for you, and non-fiduciary investors are not legally required to disclose that. Our team members take pride in our commitment to client service. We will never recommend something that is not in your best interest.

Do you have a minimum amount required to work with you?

In order to ensure that our clients receive the exemplary service and personalized attention that we are known for, our clients have a minimum of $1,000,000 in investable assets.

How do you get paid?

As you explore different options for your financial future, you may hear the terms “fee-only” and “fee-based” mentioned by different wealth management firms. A fee-only firm has no other fees other than the annual percentage you pay directly for assets under management. With fee-only management, there are no commissions and no kickbacks. Your exact fee is determined by the size and complexity of your situation and generally ranges from 0.50% to 1.50% of assets under management. A fee-based firm may earn commission, fees, and/or kickbacks on products they recommend and sell in addition to the assets under management fee. Here at GDS Wealth Management, we are a fee-only firm, meaning we are paid an annual percentage for the assets you have under our management. We aim to make our fee structure fully transparent, ensuring that our clients never have to pay any surprise fees or commissions.

How much does it cost to come in and see a financial planner?

We are delighted to be able to offer our prospective clients a cost-free and obligation-free initial visit with a GDS Wealth Management financial planner. It is one of our great honors to be our clients’ trusted partner, and we want you to be sure that we are a good fit for you before you decide to work with us. Contact us today to set up an appointment.


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