At GDS Wealth Management, we’re proud to call the Dallas–Fort Worth area home. It’s where our story began, and where our values were shaped: integrity, transparency, and always putting clients first.
Founded right here in North Texas, GDS started with a simple mission: to offer clear, comprehensive financial guidance built on trust. Over time, our firm has grown, but our commitment has never changed. Today, we’re honored to serve clients throughout the United States, from our headquarters in Flower Mound, Texas. We help families and individuals pursue their financial goals with the same level of care and personalized service that we started with.
While our headquarters remain in DFW, our reach extends far beyond. With clients across the country, GDS Wealth Management delivers the personal attention of a boutique firm paired with the depth and expertise of a national practice. Learn more about how boutique wealth management firms like GDS compare to larger corporations.
Our team embraces advanced virtual meeting technology and secure digital tools that make it easy to stay connected, no matter where you live. From personalized portfolio reviews to strategic financial planning sessions, you’ll experience the same high level of service and accessibility that our local clients receive in person.
As independent, fee-only fiduciaries, we are legally and ethically bound to act in your best interest. That means no commissions, no hidden agendas, and no conflicts of interest, just objective advice tailored to your goals. Whether you’re planning for retirement, navigating market shifts, or seeking a long-term financial strategy, our team is here to help guide you with clarity and confidence.
Our story, and the values that guide us, are best told by the people who live them every day. Hear from Robert Casey, co-founder of GDS Wealth Management, as he shares how our commitment to serving clients nationwide is rooted in the same honesty, respect, and care that have defined us from the start.
GDS Wealth Management (“GDS”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Advisory services are offered to clients in states where GDS is properly registered, notice-filed, or exempt from registration. This content is for informational purposes only and not intended as tax, legal, or investment advice. Information is believed to be reliable but may change without notice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For more information about our services, fees, and disclosures, please visit www.gdswealth.com.