A complete list of active advisors currently associated with GDS Wealth Management

Warmer can help you find a great advisor at GDS Wealth Management or one who fits your needs even better.

GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors and serves just over 1,000 client relationships, primarily through discretionary portfolio management and retirement-rollover guidance. GDS implements client portfolios largely by allocating assets among equities, corporate and municipal debt, mutual funds, ETFs and warrants, using model portfolios developed with research and allocation guidance from Raymond James. Model-level changes are reviewed by the firm’s Chief Investment Officer and implemented by an internal investment committee, with client-specific adjustments (tax, restrictions, liquidity) made after model implementation; the firm generally focuses on asset allocation rather than in-house quantitative analysis of individual securities. Noteworthy aspects include GDS’s explicit reliance on Raymond James’ institutional platform and EPTS research, and disclosures that the firm receives related economic benefits and occasional sponsorship fees from product providers. The firm also discloses use of client testimonials in its marketing and the use of standing letters of authorization that create limited custody arrangements—practices that are less common among multi-team peers.

To learn more about the advisors currently working at GDS Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.