share_log

GDS Wealth Management Named One of D Magazine's 2024 Top Wealth Managers

GDS Wealth Management Named One of D Magazine's 2024 Top Wealth Managers

GDS财富管理被評爲《D雜誌》2024年最佳财富管理公司之一
PR Newswire ·  2024/12/11 23:08

DALLAS, Dec. 11, 2024 /PRNewswire/ -- GDS Wealth Management, an award-winning, nationally recognized company based in the DFW metroplex, was recently named one of D Magazine's 2024 top wealth managers. To create this list, D Magazine reached out to every wealth management firm and team in Dallas-Fort Worth chapters of the Financial Planning Association, the Investments and Wealth Institute, and the Chartered Financial Analyst Institute. Of those, 51 firms were selected.

達拉斯,2024年12月11日 /PRNewswire/ -- GDS财富管理公司是一家屢獲殊榮的全國知名公司,總部位於DFW大都會區,最近被D Magazine評選爲2024年頂尖财富管理公司之一。爲了創建這個名單,D Magazine聯繫了達拉斯-沃斯堡地區金融計劃協會、投資與財富學院以及註冊金融分析師協會的每一家财富管理公司和團隊。在這些公司中,51家被選中。

D Magazine featured GDS Wealth Management's history and accomplishments in their November 2024 issue recognizing award winners. To be considered for this award, each wealth management company must have a minimum of $100 million under management, an average of at least $1 million under management per client, and a ninety-five percent client retention rate. Additionally, the firm must be at least five years old and have no current disciplinary actions. Winners were selected by a panel of esteemed local wealth managers.

D Magazine在2024年11月的刊物中介紹了GDS财富管理公司的歷史和成就,以表彰獲獎者。爲了獲得這項獎項,每家财富管理公司必須管理不低於10000萬美元的資產,平均每位客戶管理至少100萬美元,且客戶保留率必須達到95%。此外,該公司必須成立至少五年,且沒有當前的紀律處分。獲獎者是由一組受人尊敬的當地财富管理者評選出來的。

CEO and founder of GDS, Glen Smith, says, "It's an honor to receive this award. Our team is humbled to be named as one of D Magazine's top wealth managers. In all that we do, we strive to deliver exceptional service, and we are proud to have that recognized through such a prestigious honor." As a wealth management firm, GDS Wealth Management is committed to providing their clients with personalized, attentive service that is customized to suit their individual financial goals.

GDS的首席執行官兼創始人Glen Smith表示:「獲得這個獎項是我們的榮幸。我們的團隊感到榮幸能夠被評選爲D Magazine的頂尖财富管理者之一。在我們所做的一切中,我們努力提供卓越的服務,併爲能夠通過如此崇高的榮譽得到認可而感到自豪。」作爲一家财富管理公司,GDS财富管理公司致力於爲客戶提供個性化的、細緻入微的服務,旨在滿足他們各自的財務目標。

GDS Wealth Management is a fee-only firm that charges their clients a quarterly fee, something that Smith believes is uncommon in this industry. Transparency and communication are two values highly prized by the GDS team, and they work diligently to make sure their clients feel engaged and valued. Throughout the year, GDS Wealth Management hosts educational events, speaking engagements, and community involvement opportunities for their clients and community partners alike.

GDS财富管理公司是一家僅收取費用的公司,對客戶收取季度費用,Smith認爲這在行業中並不常見。透明度和溝通是GDS團隊高度重視的兩個價值觀,他們努力確保客戶感到參與和被重視。在一年中,GDS财富管理公司爲客戶和社區合作伙伴舉辦教育活動、演講活動和社區參與機會。

Smith says, "There are no shortcuts to earning someone's trust," and the GDS team tries to embody that in all their professional interactions. They serve clients from multiple walks of life and take the time to make sure that each person has a financial plan that suits their financial goals. In Smith's words, "The client's best interests are our priority."

Smith表示:「贏得他人的信任沒有捷徑。」GDS團隊努力在所有專業互動中體現這一點。他們服務於來自不同生活背景的客戶,並花時間確保每個人都有符合其財務目標的財務計劃。用Smith的話說,「客戶的最佳利益是我們的首要任務。」

To learn more about GDS, reach out to their team today. GDS offers complimentary consultations, and they would love to speak with you about your financial needs.

欲了解更多關於GDS的信息,請今天與他們的團隊聯繫。GDS提供免費的諮詢,他們很樂意與您討論您的財務需求。

To view the firm's disclosures, visit .

要查看公司的披露,請訪問。

Contact: [email protected]

聯繫方式: [email protected]

SOURCE GDS Wealth Management

來源:GDS财富管理

WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

想讓貴公司的資訊在PRNEWSWIRE.COM上特色展示嗎?

440k+
440k+

Newsrooms &
新聞編輯室和

Influencers
意見領袖
9k+
9k+

Digital Media
數字媒體

Outlets
Outlets
270k+
270k+

Journalists
記者

Opted In
已選擇加入
GET STARTED
開始

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論