FINANCIAL GUIDANCE TO HELP YOU REALIZE YOUR BEST LIFE
Gold Medal Waters planners work with high-income earners, particularly those who have accumulated significant assets, to help you define your ultimate aspirations and leverage your financial resources to fulfill them. As dedicated fiduciaries, we provide personalized guidance to ensure that financial decisions are aligned with achieving the life you envision, whether you’re focused on growing your wealth or managing and preserving it.
SUPPORT NAVIGATING MAJOR FINANCIAL TRANSITIONS
BUSINESS SALES
CAREER
CHANGES
STOCK
OPTIONS
MARRIAGE
INHERITANCE
RETIREMENT
ONGOING VALUE
Imagine a financial plan that flexes with your life's milestones and dreams—whether that’s securing your child’s future through education, owning the perfect home, or experiencing the thrill of an African safari. At every step, your aspirations drive our guidance. As fee-only, fiduciary advisors, our commitment is to help you navigate your financial journey, free from conflicts of interest. With our Purposeful Path process, we craft life-centered financial strategies that not only adapt to your changing needs but are also designed to turn your dreams into achievable goals.
ACHIEVING MEANINGFUL OUTCOMES TAKES TRUST
Your financial journey is unique and very personal. Navigating it requires more than just expert advice—it calls for a partnership built on trust. We are committed to transparency, deep listening, and maintaining open lines of communication, ensuring you feel heard, understood, and valued. As fiduciaries, our priority is your success without any conflicting incentives. We offer clear, fixed fee pricing so you always know what you're paying, allowing us to focus on helping you achieve your dreams. Together, we turn your aspirations into achievements, with every financial decision grounded in trust.
NUMBERS WE ARE PROUD OF
142
CLIENT HOUSEHOLDS
98%
RETENTION RATE
20
YEARS OF EXPERIENCE
193
MILLION IN ASSETS
FEATURED RESOURCES
Featured White Paper
PROTECTING YOUR ASSETS
Strategies for physicians, business owners, and others with wealth
