*Read our website and social media disclosures: https://bit.ly/gmwdisclosures. 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. We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy. 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. 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
View Top Employees from Gold Medal WatersWebsite | http://www.goldmedalwaters.com |
Revenue | $1 million |
Employees | 10 (7 on RocketReach) |
Founded | 2004 |
Address | 4845 Pearl East Circle, Boulder, Colorado 80301, US |
Phone | (720) 887-1299 |
Technologies |
JavaScript,
HTML,
Twitter
+15 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Web Rank | 3 Million |
Keywords | Doctor Deductible Suggestions, Inspiring Medical Quotes, Receipt Tax Deductible White Coat, Quotes About Physicians, Intellectual Quotes On Medical Profession |
Competitors | Polaris Portfolios LLC, Rodgers & Associates, SkyOak Wealth, Thurston Springer Financial, myCIO Wealth Partners |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Gold Medal Waters employee's phone or email?
The Gold Medal Waters annual revenue was $1 million in 2024.
Matthew Kelley is the President and Chief Compliance Officer of Gold Medal Waters.
7 people are employed at Gold Medal Waters.
Gold Medal Waters is based in Boulder, Colorado.
The NAICS codes for Gold Medal Waters are [5239, 523, 52393, 52].
The SIC codes for Gold Medal Waters are [62, 628].