Experience

Gold Medal Waters

• United States
• Financial Services
• 1 - 100 Employee

• Of Counsel

  • Dec 2017 - Present

  Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. While not all of our clients are doctors, the majority of our clients come to us from the medical field due to our experience working with high incomes and our deep understanding of strategic benefit and retirement options for physicians. Areas Where We Can Help​: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. GMW is a Registered Investment Advisor (“RIA”) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States. We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Show less