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Get Your Complimentary Financial Consultation

We take the time to understand what progress means to you, whether you're preparing for retirement, reaching new milestones, or refining the legacy you’ve built. Our experienced advisors offer personalized guidance that’s grounded in your goals.

What happens after you submit the form:

We’ll contact you within 24 hours to schedule your complimentary consultation, either online or at our office, whichever works best for you. The call typically lasts about 30 minutes. During the session, we’ll learn about your goals, answer your questions, and walk you through our process. You’ll leave with a clear view of your finances and practical next steps. There’s no obligation.

The GDS Promise

Every qualified prospective client is offered a complimentary financial planning consultation, valued at $5,000, with no obligation to engage our wealth management services. It’s a no-pressure, opportunity to explore your financial future through fiduciary guidance tailored to your goals.

Hear from OUR clients

“I can’t thank you enough. The service we receive from the entire team at GDS is unmatched. I truly appreciate your responsiveness, and the firm’s commitment to education and ensuring clients have a first-class experience."*

Leisha

“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.”

Pete & Lynn

“I do not 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.”

Rick & Char

Financial Consultation FAQs

We’ve compiled answers to the most common questions we hear from clients—so you can feel confident, informed, and empowered as you plan your financial future.

What happens during the first meeting at GDS Wealth Management?

Is the GDS Wealth Management consultation really complimentary?

Do I need to prepare anything for the first meeting with GDS Wealth Management?

What happens after I become a GDS Wealth Management client?

Does GDS Wealth Management work with clients outside of Texas?

Do I need a local financial advisor, or can I work with one remotely?

Is there a minimum amount of investable assets required to work with GDS Wealth Management?

How does GDS Wealth Management get paid?

*Testimonials and endorsements appearing on this website, in marketing materials, or on third-party platforms may be provided by clients or non-clients of GDS Wealth Management. These statements reflect the individual experiences and opinions of the persons quoted and may not be representative of all clients. No testimonial or endorsement should be construed as a guarantee, recommendation, or assurance of future performance or success. While no cash compensation was provided in exchange for these testimonials, some individuals may have received non-cash compensation or benefits in connection with their testimonial or endorsement, which could present a potential conflict of interest. All testimonials are used with permission and may be edited for clarity or length.