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Fiduciary Advice You Can Trust
Tailored Wealth Planning
Our tailored services support the unique needs of high-net-worth families in Florida. Designed for clients with more than $1M in assets.
We are a fee-only registered investment adviser and act as fiduciaries to our clients.
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Discover the GDS Experience
Speak with a GDS Advisor
Schedule Your Complimentary Call
Begin with a complimentary introductory conversation focused on your goals, priorities, and general planning considerations. Designed for affluent households with more than $1M in assets.
No obligation. Complimentary introductory call (up to 60 minutes).
Empowering Clients Through Tailored Wealth Guidance
Serving Clients Across Florida
We serve high-net-worth families throughout Florida, including Miami, Naples, Tampa, Orlando, and surrounding communities.
Retirees and Pre-Retirees Planning for Retirement and Later-Life Financial Considerations
Business Owners Navigating Liquidity Events and Business Transition Considerations
Families Managing Complex Estates, Multi-State Assets and Multi-Generational Priorities
Executives With Increasingly Complex Financial Circumstances
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Your wealth, your way
You deserve more than a one-size-fits-all approach to investing.
We design personalized investment strategies, manage risk through diversified portfolios, and adjust as markets and life evolve.
One Clear Plan
Investment, tax, and long-term planning considerations are evaluated together as part of an integrated advisory approach.
On-Going Partnership
Planning Across Life Stages
We support clients from their active earning years through retirement and later-life planning considerations.
Advisory services are provided on an ongoing basis beyond a single milestone or market cycle, as part of our advisory relationship.