At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future. People who consider hiring us have typically heard about things that we refer to as financial "products" such as Investment Management or a Financial Plan.
They contact us thinking they need one or more of these things, and truthfully, some may require them (e.g., 401k) decisions, tax planning, mutual funds. Our real value lies in our planner's ability to help design and support your journey toward the best possible version of your life.
They contact us thinking they need one or more of these things, and truthfully, some may require them (e.g., 401k) decisions, tax planning, mutual funds. Our real value lies in our planner's ability to help design and support your journey toward the best possible version of your life.
Services
We believe that designing and sustaining a purposeful financial life is an ongoing process. It's the difference between planting a garden and maintaining it - both are required to deliver the benefits you seek. Our advice will evolve and adapt to reflect the changes in your life and your aspirations.
We build and continuously update a comprehensive financial picture of your life, based on what you want now and what you envision in the future. Since life and what we want from it changes over time, that picture will change, too. Helping you to clarify your priorities and aspirations over time allows us to create an effective strategy tailored to your objectives.
Our portfolios rely on the institutional expertise of Dimensional Fund Advisors, an Austin-based money management firm widely acknowledged for applying academic financial research to investing. After extensive due diligence, we chose to partner with Buckingham Strategic Partners, a San Jose-based financial services firm that has been providing tools and solutions to independent financial advisors and their clients since 1990.
There are many financial advisory firms for you to choose from, however, not many focus on the unique needs, desires, and challenges of those in the medical community or those with high income. At GMW, we get it and we get you. If you're a doctor, you deserve a financial advisor who understands you.
At the start, we have a call to learn about each other and discuss the scope of the engagement. We typically ask some of our questions first, since your answers help guide ours. After we learn about you, we typically field your questions and review our people, process, pricing and services. We prefer to gather together at our office for this conversation.
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