Do you work with clients outside of Texas?

Yes. GDS works with clients throughout the United States. We effectively deliver our services both in-person and remotely, depending on your location and what works best for you. Please feel free to reach out to our office today to schedule your initial consultation. We would love to speak with you about your financial goals.

What makes GDS Wealth Management different from other wealth management firms?

Here at GDS Wealth Management, our clients are truly the heart of our business. We place them first in every action we take through our commitment to delivering the highest degree of personalized service. We work closely with our clients to create a financial plan that addresses their individual financial needs and goals, and we maintain active, involved relationships with our clients. When you work with our team, you receive our unparalleled commitment to your financial plan.

Yes, we are. A fiduciary must place their clients’ best interests ahead of his or her own. Fiduciaries must disclose what their fees are, how they are compensated, and any potential conflicts of interest that might influence a client to use their services. There is a notable difference in the standard of care that fiduciary and non-fiduciary investors are held to. Non-fiduciary investors are only required to recommend investments that are suitable; they are not required to recommend investments that are in their clients’ best interest. Although an investment may be suitable, it may not be the best choice for you, and non-fiduciary investors are not legally required to disclose that. Our team members take pride in our commitment to client service.

Plan with purpose

Comprehensive Legacy Planning

Legacy planning helps you organize your assets, wishes, and values for generations to come. Our approach combines thoughtful estate and legacy strategy with personalized planning, so your wealth, intentions, and impact are clearly reflected and carried forward.

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Your Future, Your Way

Legacy Planning with Clarity and Care

Legacy planning is personal. We support it with guidance shaped by your values and long-term vision.

Fiduciary Commitment

As fiduciaries, we prioritize your legacy goals and offer recommendations that reflect your intentions.

Personalized Planning

We take time to understand your family dynamics, charitable interests, and future aspirations to build strategies that reflect what matters most to you.

Integrated Expertise

Our in-house team brings deep experience across legacy planning, working together to help simplify decisions and coordinate your plan.

Services Offered

You deserve a plan that reflects your values and priorities. That’s why we take a comprehensive, personalized approach, integrating solutions that help direct your assets toward the people and causes you care about.

Estate Planning Guidance

We help you create a comprehensive estate plan, including wills, trusts, and charitable bequests, so your assets are structured to reflect your intentions and long-term goals.

Strategic Wealth Transfer

We develop personalized strategies to transfer wealth across generations, aiming to reduce taxes and support estate planning objectives.

Charitable Giving & Philanthropy

If supporting a cause or building a legacy of giving is important to you, we help structure contributions that reflect your values and bear meaningful outcomes.

Tax-Efficient Investment Management

We manage portfolios with a focus on minimizing tax exposure and supporting your legacy objectives.

Collaborative Planning

We coordinate with your attorney and CPA to collect legal documents, tax strategies, and financial goals into a cohesive plan.

Hear from our clients

"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.”*

Kris

"I would say our financial advisor has been extremely kind, patient, and responsive, and those would be the three hallmark words for me as I think about our advisor at GDS."

Ron & Allison

“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

"This team makes you feel like you are one of their only clients, and their only goal is to make you successful."

Long-term 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.”

Pete & Lynn

"I’ve tried several advisors…GDS is the one I’ve trusted the most."

Current client

Start Planning Today

Get started with The GDS Experience and gain insights to help take control of your financial future.

Discovery Meeting

You start by sharing your goals, your priorities, and what success looks like to you, so we can tailor our approach to what matters most to you.

Review Customized Plan

Next, we’ll go through a clear, structured plan together. You’ll have the opportunity to shape it, ask questions, and make adjustments so you feel confident and in control at every step.

Become a Client

Once you're comfortable and aligned, we’ll initiate the asset transfer and begin implementing the investment strategy designed to pursue your stated goals.

Download the Planning Guide

Legacy Planning FAQs

Have questions? You're not alone. Here are some of the most common things people ask before getting started.

How much money do I need to retire comfortably?

What is a safe withdrawal rate in retirement?

How do I turn my savings into income in retirement?

When should I take Social Security?

What are the biggest risks in retirement?

In this video, we answer some of the most frequently asked questions about working with GDS Wealth Management.

Ready to Start Building a Legacy?

Let’s explore a financial roadmap tailored to your goals, adaptable to life’s changes, and focused on long-term planning.

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*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.

Advisory services are offered through GDS Wealth Management, a registered investment adviser. Investing involves risk, including the potential loss of principal, and past performance does not guarantee future results. Diversification and asset allocation are risk management strategies and do not ensure a profit or protect against loss. Testimonials and endorsements reflect individual experiences and may not be representative of all clients. They should not be construed as a guarantee of future performance. No cash compensation was provided for testimonials, though some individuals may have received non-cash benefits. For full details, please visit our Disclosures page.