Plan with purpose

Comprehensive Legacy Planning

Legacy planning helps you take control of the future by organizing your assets, wishes, and values for generations to come. We help you preserve what's important to you, so your wealth, intentions, and impact are clearly communicated and positioned for future generations.

Schedule a Consultation More Services

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 coordinate 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 adviser has been extremely kind, patient, and responsive, and those would be the three hallmark words for me as I think about our adviser 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

“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

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 executing the investment strategy to turn your goals into action.

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.

Do you work with clients outside of Texas?

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

Are you a fiduciary?

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.

Schedule a Consultation

Ready-to-Plan-Your-Financial-Future-with-Confidence (1)

*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.