Who We Are

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Committed to Helping You Build Your Wealth

At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.

Helping manage your wealth is highly personal, and we take this task very seriously. As investment adviser representatives, we work alongside you, focusing not only on the management of your finances but also on the role these decisions play in the bigger picture.

We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you’re happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.

Why Work with a CERTIFIED FINANCIAL PLANNER (CFP®)?

When selecting a financial planner, you should feel confident that the person you choose to help you plan for your future is competent and ethical. Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks.

Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These standards are called “the four E’s,” and are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

We’re an Advocate
for Your Financial Life

Your wealth represents decades of hard work, discipline, and the loved ones and aspirations you care about most. With so much at stake, you deserve a financial adviser you can count on to follow through on every promise—one who puts in the time and care to earn your trust and confidence.

At GDS Wealth Management, we strive to be a partner for our clients in the pursuit of their long-term financial success. Our team devotes the time and attention needed to gain an in-depth understanding of your situation and financial goals so we can strategically address and even anticipate your needs. Our relationship with you and the service we provide are ongoing. We will work tirelessly to help you achieve the future you’ve long envisioned, serving as your trusted advocate as your life evolves.

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