The Firm

Gold Medal Waters is a wealth management firm working with two levels of service--personal wealth management and retirement planning.

We offer financial planning to individuals who have accumulated significant wealth and retirement plan services to corporate retirement plan sponsors. We use a fee-only approach. This means compensation is received only from our clients. We do not accept commissions or payment from other sources.

Our approach is different from agencies that are fee-based and receive commissions on products they recommend or sell.

So…you may be asking why we do business this way. The answer is simple. We know that conflict of interest increases when a financial advisor receives commissions. A fee-only structure like ours removes the pressure to purchase specific products. Our advice is always objective; financial products selected are based solely on financial needs; and, conflicts of interest are avoided.

The benefit of this system is that it is transparent; there are no hidden costs. A written contract defines services and costs over a specific period of time. This document becomes a blueprint for the financial work ahead.

We hope you will take a few minutes to learn more about our perspective and our approach.