Gold Medal Waters, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$278,815,658
Clients
138
Advisors
3
of 5 employees
About
Gold Medal Waters provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, retirement plans, charitable organizations and businesses. The firm offers both discretionary and non-discretionary portfolio management alongside ongoing financial planning and plan-level consulting.
GMW generally follows a long-term, strategic asset-allocation approach, tailoring portfolios to each client’s goals, time horizon and risk tolerance. Portfolios are constructed primarily with mutual funds—most notably Dimensional Fund Advisors funds, which the brochure notes are available only through registered investment advisors—and are monitored and rebalanced as needed.
The firm manages roughly $286 million with a small advisory team, and it uses a single combined wealth management fee model rather than the percentage-of-AUM billing that is common among peers. Gold Medal Waters also publicly advertises third-party ratings for its services and discloses specific custodial recommendations and written policies (including personal trading safeguards) as part of its governance and retirement-plan fiduciary services.
Client services
Expertise
Fee options
Financial planning services offered at fixed annual fees ranging from $8,500 to $48,000
Minimum fee: Annual fees range from $8,500 to $48,000 for wealth management and financial planning services Fee-only: Wealth management and financial planning fees range from $8,500 to $48,000 annually; retirement plan advisory fees range from 0.10% to 0.70% annually or fixed fees from $4,000 to $40,000
Main office
Boulder CO
Advisors at this office
3
Most active in
Colorado · Florida · Illinois · Texas
Also doing business as
Gold Medal Waters, Inc. · Gold Medal Waters, LLC · Kelley, Matthew Joseph
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew K
CFP®, Series 66
Boulder, CO
Gold Medal Waters, Inc.
Matthew Kelley is a CFP® with 23 years of experience in the financial industry. He has been with Gold Medal Waters, Inc. in Boulder, CO since 2004. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds and incorporates research from third-party providers, including Vanguard and Dimensional Fund Advisors, to tailor portfolios to client goals and risk tolerance.
David D
CFP®, Series 65
Boulder, CO
Gold Medal Waters, Inc.
David Day is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Gold Medal Waters, Inc. since 2017 and previously worked at Diversified Asset Management, Inc. from 2014 to 2016. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds, tailoring portfolios to client goals, risk tolerance, and tax considerations.
Maryan J
Series 66
Boulder, CO
Gold Medal Waters, Inc.
Maryan Jaross is a Series 66 licensed advisor with 20 years of industry experience. She has been with Gold Medal Waters, Inc. in Boulder, CO since 2008, where she serves as one of three advisors at the firm. Gold Medal Waters provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a long-term, strategic asset allocation approach primarily using mutual funds and offers both discretionary and non-discretionary portfolio management alongside ongoing financial planning and plan-level consulting.
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