Who We Are 
Financial stress often comes from disconnected
decisions, not limited options. Investments, planning, and
strategy can easily become fragmented over time. GDS
helps bring everything into alignment around what
matters most.
Three
disciplines.
One
direction.
Everything we do serves a
single purpose: to bring
alignment to your financial life.
We get clear on your income, assets, obligations, and what you want your money to support. From there, we map decisions over time, pressure-test different scenarios, and account for trade-offs, taxes, and timing. This becomes the framework that guides everything else.
- Foundational Strategy
- Retirement & Longevity Planning
- Income & Tax Strategy
Your portfolio is not managed to stand alone. It exists to support the plan. We build and manage it around your timeline, your need for liquidity, and your tolerance for risk, with ongoing adjustments as your life or the market changes.
- Personalized Strategy
- Tracking & Oversight
- Portfolio Diversification
- Tax-Efficient Management
What you build doesn’t end with you. We work through how your assets are structured, how decisions are documented, and how your wealth will be experienced by the people it affects. That includes coordinating with your attorney and addressing the important details early.
- Estate Planning
- Generational Wealth Guidance
- Charitable Giving and Philanthropy
- Tax-Efficient Investment Management
Fee-only, always.
We charge an advisory fee based on the value of the assets we manage, typically ranging from 0.50% to 1.25%. There are no commissions and no product-based incentives, just objective advice focused on your best interests. As part of our comprehensive relationship, you’ll receive personalized guidance across investment management, tax strategies, and legacy planning.
Follow through is a
non-negotiable.
Presence is not something we talk about. It is something you experience, in how consistently things move forward and how little is left for you to manage. If you’re ready to work with a team who shows up, our time is yours.
FAQ
The questions
we hear
most often.
A comprehensive financial plan includes retirement planning, income strategies, tax planning considerations, investment management, risk management, and legacy planning, all tailored to your financial goals and long-term objectives.
Strategic financial planning can help identify tax-efficient opportunities through account structure, investment selection, withdrawal strategies, charitable giving, and long-term planning.
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 individual equities, fixed income securities, exchange-traded funds (ETFs), structured notes, derivatives, and cash and cash equivalents, as appropriate for each client’s objectives and circumstances.
Choosing to work with a wealth manager is a highly personal choice that should not be taken lightly. Experienced wealth managers, 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 plan.