David H. Brown, CIMA®, CPWA® / Financial Advisor in Boulder, Colorado

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s, 403(b)s, and cash balance plans. The growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. Although many of our clients are located throughout Colorado and Illinois, with the aid of teleconferencing, our wealth advisors increasingly work with clients across the United States.

The GMW 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 various medically related fields due to our experience working with high incomes, our deep understanding of their strategic benefit, and the retirement strategies that exist for these professionals.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Middle Income Mutual Funds Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Sustainability Wealth Management Women's Issues Young Investors
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