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Effective URL: https://www.gdswealth.com/
Submission: On April 27 via api from US — Scanned from US
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Who We Are Meet The Team Your Team. Your Plan. Your Future. We Are Fiduciaries We believe in placing our clients' best interests first. Our Custodian, Raymond James The Strength of Raymond James. Forbes Best-in-State Work with certified professionals. Our History The story behind our success. CFP® What to expect when working with a CFP® Professional. SmartVestor Proud to be a part of the SmartVestor. Looking for a new career? Get in touch What We Do INSIGHTS Blog Read Our Latest News. Press Our Relevant News in The Web. Looking for a new career? Get in touch EVENTS Past Events The client always comes first. Future Events Take the First Step Toward Reaching Your Financial Goals. Looking for a new career? Get in touch CONTACT US Contact Us Let's Start Planning for Your Financial Future. FAQ See our Frequently Asked Questions. Careers We're seeking new talent to join us in our mission. Looking for a new career? Get in touch Complimentary Financial Consultation Client Login YOU DON’T HAVE TO BE A WEALTH MANAGER TO BE FINANCIALLY SAVVY Our financial planners eat, sleep, and drink investment strategies and the latest financial indicators, so you don’t have to. We’ll provide you with a streamlined, actionable financial plan to beat your financial expectations. Book Your Complimentary Financial Consultationspeak with a Founder FEATURED IN $1.01B Assets Under Management [*] *Lorem ipsum sit down 2047 6 Consecutive Years on Forbes Best-in-State Advisor List [*] *Lorem ipsum sit down 2047 99.37% Client Retention Rate[*] *Lorem ipsum sit down 2047 This is some text inside of a div block. This is some text inside of a div block. This is some text inside of a div block. OUR CLIENTS Slide 3 of 10. The one memory I have that really sticks out is one of our first meetings in the office with Glen and Robert. And the fact that there was no pressure for us to move quickly. We got to know Glen and Robert fairly well. They were asking us questions about our background and our objectives, and it was really a very comfortable feeling that both my wife and I walked away with feeling very comfortable, feeling very good about transferring our monies over here. Read More The one memory I have that really sticks out is one of our first meetings in the office with Glen and Robert. And the fact that there was no pressure for us to move quickly. We got to know Glen and Robert fairly well. They were asking us questions about our background and our objectives, and it was really a very comfortable feeling that both my wife and I walked away with feeling very comfortable, feeling very good about transferring our monies over here. Read More George & Nancy W. Clients Since 2014 GDS Client One meaningful memory that I have of GDS is just every year on my birthday, I always get a card in the mail that's signed personally by everyone here in the office, and I've gotten phone calls, and it just always means so much to have my birthday remembered every year consistently for so many years now. So that has always just been a really nice personal touch. Read More One meaningful memory that I have of GDS is just every year on my birthday, I always get a card in the mail that's signed personally by everyone here in the office, and I've gotten phone calls, and it just always means so much to have my birthday remembered every year consistently for so many years now. So that has always just been a really nice personal touch. Read More Abigayle F. Client Since 2019 GDS Client I interviewed three different firms, and I liked the fact that they were realistic, and that was important to me that they were not going to promise me the world. I had a comfort level with them after meeting with them, so that was good. Read More I interviewed three different firms, and I liked the fact that they were realistic, and that was important to me that they were not going to promise me the world. I had a comfort level with them after meeting with them, so that was good. Read More Kris I. Client Since 2019 GDS Client The one thing I would point out to my friend in recommending GDS is that if you're comfortable working with a friendly and family environment that you could trust, then you don't have to worry about much else. Read More The one thing I would point out to my friend in recommending GDS is that if you're comfortable working with a friendly and family environment that you could trust, then you don't have to worry about much else. Read More Seth R. Clients Since 2017 GDS Client I think they do a lot to just kind of keep things going. I mean, there's events; I know we've done a cooking class, wine tasting. We've done wine tasting, and then there was that concert. It was like the first meeting after, kind of when we could go out after the pandemic. And that was really fun. And that was interesting because there were so many people there, they knew everybody. They're like, oh, hey, I mean, they knew everybody's name. Read More I think they do a lot to just kind of keep things going. I mean, there's events; I know we've done a cooking class, wine tasting. We've done wine tasting, and then there was that concert. It was like the first meeting after, kind of when we could go out after the pandemic. And that was really fun. And that was interesting because there were so many people there, they knew everybody. They're like, oh, hey, I mean, they knew everybody's name. Read More Don & Joyce H. Clients Since 2013 GDS Client I do not really personally myself watch the market every day. I know they do, and they also educate us. We've had meetings with them, and we go over our plan, our portfolio, and explain why they're investing where they are investing for us, and we always feel very comfortable once we have got those meetings with them. Read More I do not really personally myself watch the market every day. I know they do, and they also educate us. We've had meetings with them, and we go over our plan, our portfolio, and explain why they're investing where they are investing for us, and we always feel very comfortable once we have got those meetings with them. Read More Rick & Char R. Clients Since 2021 GDS Client I don't recommend things unless I strongly believe in it, and I'm very comfortable in recommending GDS wealth management to other friends who are looking for some sort of financial planner or an investment manager type. Read More I don't recommend things unless I strongly believe in it, and I'm very comfortable in recommending GDS wealth management to other friends who are looking for some sort of financial planner or an investment manager type. Read More Pete & Lynn S. Clients Since 2018 GDS Client I would say our financial adviser has been extremely kind, patient, and responsive, and those would be the three hallmark words for me as I think about our adviser in GDS. Read More I would say our financial adviser has been extremely kind, patient, and responsive, and those would be the three hallmark words for me as I think about our adviser in GDS. Read More Ron & Allison H. Clients Since 2012 GDS Client Most of our phone calls end up being not only about the finance side, but he always asked about my family, I asked about his family so they don't treat you like you're a number. You feel like you actually belong. Read More Most of our phone calls end up being not only about the finance side, but he always asked about my family, I asked about his family so they don't treat you like you're a number. You feel like you actually belong. Read More Laurie B. Client Since 2014 GDS Client We have two children. Our youngest is on the spectrum. He's a really smart kid. He's in school at the University of Tulsa, and there are certain things—you know, certain life skills—that he will never be able to manage, so you sit there and you think to yourself, what happens to him when we're not around? Somebody has to watch out for his financial future because we're not going to be around to do it all the time. There's two people I trust to do that. That's GDS. Read More We have two children. Our youngest is on the spectrum. He's a really smart kid. He's in school at the University of Tulsa, and there are certain things—you know, certain life skills—that he will never be able to manage, so you sit there and you think to yourself, what happens to him when we're not around? Somebody has to watch out for his financial future because we're not going to be around to do it all the time. There's two people I trust to do that. That's GDS. Read More Scott & Stacy J. Clients Since 2014 GDS Client WE’LL HELP YOU NAVIGATE THE COMPLEXITIES OF FINANCIAL PLANNING Choose GDS Wealth Management and experience the peace of mind that comes with having a trusted partner by your side as you work towards your financial goals. YOUR GOALS ARE OUR GOALS We don't just manage your wealth; we partner with you to help you achieve your unique financial goals. We listen to your needs, develop a customized strategy, and work together for your success. EXPERT GUIDANCE AND SUPPORT At GDS, we're more than just financial advisers. We're a team of experts with decades of experience managing wealth, minimizing risk, and navigating the complexities of investing. And we're always here to help you every step of the way. COMPLIMENTARY FINANCIAL PLANNING You read that right - our financial planning services are completely free! Our goal is to provide you with the tools and knowledge you need to make informed decisions about your wealth without any extra costs. DISCOVER WHO WE ARE SAFEGUARD YOUR RETURNS You might have lost money through investing before, or you know someone who has. This has caused hesitation in terms of wealth management, and your investment strategy is choppy at best. You’re terrified of making a mistake, and you’re not sure which investment strategy to follow. That’s why we only offer you products and services in line with your risk tolerance. If you need guarantees, we’ll find the products with guarantees. We’ll also provide enough education on the potential of the investment and its possible drawbacks, so you know what’s at stake. SEE WHAT WE CAN DO FOR YOU BE COMPLIANT If you have to be honest, you’re a little scared about what you don’t know. You’re not sure how this might affect you and your loved ones financially. Right at the top of the list are taxes and how you can possibly minimize your tax risks and liabilities. We offer advice that will allow you to make the most out of your money with as little tax liability as possible across estate planning, trusts, investments, and any other financial product you may hold with us. SEE WHAT WE CAN DO FOR YOU SECURE YOUR FUTURE You’re worried that you won’t have enough for retirement and that you’ve failed to cement a strategy for the future. Not only does this create financial fear, but it also creates emotional instability and insecurity about the future. We offer a tailored personal financial plan to determine where you are in your financial journey. With this plan, we can help you plot a course for your retirement and other future financial goals. SEE WHAT WE CAN DO FOR YOU PAVE YOUR FINANCIAL JOURNEY WITH PERSONALIZED, RESPONSIVE SERVICE AT EVERY STEP OF THE WAY FINANCIAL PLANNING ESTATE, CHARITABLE GIVING & TRUSTS PORTFOLIO MANAGEMENT RISK MANAGEMENT Whether you're an individual with personal and family goals or you're responsible for the financial goals of your organization, our team of experts is here to offer an array of financial and investment planning services that are essential to your success. Our certified financial planners will work hand-in-hand with you—and if need be, your other professional advisers—to select the services that best suit your needs. And as part of the Dave Ramsay SmartVestor Program, you can trust that our expert advice is rooted in industry best practices. We've also taken the Fiduciary Oath, which means that we're legally required to always act in your best interest. With a focus on transparency and ethical practices, we strive to deliver personalized solutions that help you achieve your unique financial goals, no matter which life stage you're in. Partner with GDS Wealth Management today and experience the peace of mind that comes with having a trusted financial partner by your side. CONTACT US TODAY CONTACT US FOR A COMPLIMENTARY PORTFOLIO REVIEW If you’ve never had a financial adviser before, it might seem a little daunting when you first sit down together. Here at GDS Wealth Management, we take the worry out of investment planning by offering a complimentary portfolio review. All it takes is a little time to evaluate the hidden potential of your assets. Take a look at our 6-step financial planning process. Let's get started FINANCIAL INSIGHTS Discover the keys to financial success with our industry expertise, up-to-date market insights, and proven wealth management strategies to help you achieve your financial goals. SEE WHAT WE CAN DO FOR YOU Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu interdum tortor, quis. Read More Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu interdum tortor, quis. Read More Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu interdum tortor, quis. Read More From Glen’s Desk - April Read More Spring Cleaning for Your Finances: Cleaning Up Your Financial Future Read More What’s going on at GDS - March Read More FOLLOW US ON OUR SOCIAL MEDIA Likes Count 9 Comments Count 2 If you, like many others, are wondering why your financial adviser does not get the full return of the S&P 500 or why they resist your impulse to sell off everything in your portfolio to invest solely in the S&P 500, our latest issue of From Glen’s Desk provides some clarity. Click the link in our bio to read CEO and CIO Glen Smith’s thoughts on investment strategies and portfolio diversification. #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary If you, like many others, are wondering why your financial adviser does not get the full return of the S&P 500 or why they resist your impulse to sell off everything in your portfolio to invest solely in the S&P 500, our latest issue of From Glen’s Desk provides some clarity. Click the link in our bio to read CEO and CIO Glen Smith’s thoughts on investment strategies and portfolio diversification. #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary Likes Count 11 Catch our engaging conversation about recent market weaknesses and the Fed's inflation battle, broadcast live on the Schwab Network! 📹 Glen Smith, CEO/CIO of GDS, shared invaluable insights into promising sectors like energy and more. Missed it? Stay updated by watching the video! #SchwabNetwork #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary Catch our engaging conversation about recent market weaknesses and the Fed's inflation battle, broadcast live on the Schwab Network! 📹 Glen Smith, CEO/CIO of GDS, shared invaluable insights into promising sectors like energy and more. Missed it? Stay updated by watching the video! #SchwabNetwork #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary Likes Count 4 🌼 Spring is the perfect time to declutter! Our latest blog is packed with spring cleaning tips to help you tidy up your finances. Whether it's optimizing insurance or trimming expenses, we've got actionable advice just for you. Check out the link in our bio to learn more! #springcleaning #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary 🌼 Spring is the perfect time to declutter! Our latest blog is packed with spring cleaning tips to help you tidy up your finances. Whether it's optimizing insurance or trimming expenses, we've got actionable advice just for you. Check out the link in our bio to learn more! #springcleaning #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary Likes Count 14 Comments Count 2 Glen Smith, CEO/CIO, and Gisella Smith proudly represented GDS Wealth Management at the esteemed Cor Leonis Gala hosted by Coram Deo Academy this weekend. We recognize the importance of education and are proud to contribute to the great work Coram Deo Academy does for our community. #InvestingInEducation #CorLeonisGala #GDSWealth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary Glen Smith, CEO/CIO, and Gisella Smith proudly represented GDS Wealth Management at the esteemed Cor Leonis Gala hosted by Coram Deo Academy this weekend. We recognize the importance of education and are proud to contribute to the great work Coram Deo Academy does for our community. #InvestingInEducation #CorLeonisGala #GDSWealth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary DOWNLOAD OUR 6-STEP FINANCIAL PLANNING PROCESS Plus, elevate your financial know-how and receive expert financial advice straight to your inbox. By clicking Sign Up, you're confirming that you agree with our Terms and Conditions. Thank you for signing up! Here's your free 6-Step Financial Planning Process Oops! Something went wrong while submitting the form. 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 itis 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 atadviserinfo.sec.gov. 2910 Lakeside Village Blvd., Flower Mound, Texas 75022 2910 Lakeside Village Blvd. Flower Mound, Texas 75022 gds@gdswealth.com 469-212-8072 Pages HomeClient RelationshipWho We ArePressCareersWorking With UsInsightsForm ADVDisclosuresForm CRSContact Us HomeClient RelationshipWho We ArePressWhat We Do CareersWorking With UsInsightsForm ADVContact Us Join our mailing list Join our newsletter to stay up to date on features and releases. By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company. Thank you! Your submission has been received! Oops! 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