Gold Medal Waters

Investment Company in Boulder, CO
Investment Company in Boulder, CO It has a good ring, but, where did it come from and what does it mean? Well ts roots are quite simple, Gold Medal is the designation that the Colorado Wildlife Commission bestows on the finest quality trout habitats in the state. Colorado waters can gain the moniker only when they supply outstanding opportunities for trout to live and thrive. In late 2003, when I started to design the company, I searched for a name that would supply a good metaphor for the financial planning and investment services provided the best quality financial strategies to assist our customers thrive.

Contact Details

Address
4551 13th Street
Boulder, CO
80304
Phone
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Gold Medal Waters
read moreAt 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.
About Us
read moreAt Gold Medal Waters, "financial planning" means defining and adjusting the path that allows you to achieve your unmet aspirations - both now and in the future. It is an ongoing approach that evolves as your needs and desires change. It is more than investing, minimizing taxes, and saving for retirement, although that is part of what we do. Creating your unique path entails a mosaic of inputs and choices that we adjust together over time. This approach recognizes that your priorities and circumstances change and that there will be inevitable roadblocks that arise that may require re-routing your path.
Financial Planning for Doctors
read moreIf you're a doctor, you deserve a financial advisor who understands you. We've solved delayed entry into the workforce, high debt loads, burnout, and taxes. Our team has experience working with high incomes and a deep understanding of your strategic benefits and retirement plan options. Is there really a financial advisor who specializes in working with Optometrists? Yes. And as far as we know, we're it. After years of working closely with a number of optometrists, we understand your business model very well.
Financial Planning Process
read moreAt 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. Sometimes, especially for our clients in distant locations, our financial planners may have this talk on the phone or on a video conference. During this meeting, we'll help you clarify your goals, your outcomes and your vision for the future.
Hourly Financial Planning
read moreMost financial firms require you to have them manage your investments. Not us. We can go either way. Some of our clients have tons of time and believe they can effectively implement on their own. They engage only for advice each year. Others have limited time or knowhow and want our help with investment management too. No matter your net worth, you get access to the same client experience and expert team. In either case, however, there is a common theme: Our clients want a long-term, ongoing relationship with our firm.
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