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 advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things.
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.
See Disclosures
Firm Start Year
2017
No. of Employees
20-49
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=780767
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890934/retirementplanning-GDS-Wealth-Management-detailed-disclosure.html
GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. GDS Wealth Management only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of GDS Wealth Management's current written disclosure brochure filed with the SEC which discusses among other things, GDS Wealth Management 's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.