Gold Medal Waters Employee Directory

Financial ServicesColorado, United States2-10 Employees

Gold Medal Waters is a fee-only financial advisory practice serving clients with substantial assets, high current income, or strong earning potential. The firm focuses on medical professionals, business owners, and others with complex planning needs. Originating as a small independent outfit in Boulder, Colorado, it now serves clients across the United States using video technology, and its Purposeful Path process guides life-vision exploration, financial and retirement planning, ongoing advisory services, and tax planning, with an annual review to reflect life changes.

The firm covers debt and education planning, estate planning, retirement income planning, risk management and insurance, investment portfolios, tax planning, asset protection, employee benefits, charitable giving, and practice management. As a fiduciary, it prioritizes clients' interests and operates with transparent pricing. Based in Boulder, Colorado, the organization maintains a small professional team and serves clients across the United States through video consultations.

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