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
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.
达拉斯,2024年12月11日 /PRNewswire/ -- GDS财富管理公司是一家屡获殊荣的全国知名公司,总部位于DFW大都会区,最近被D Magazine评选为2024年顶尖财富管理公司之一。为了创建这个名单,D Magazine联系了达拉斯-沃斯堡地区金融计划协会、投资与财富学院以及注册金融分析师协会的每一家财富管理公司和团队。在这些公司中,51家被选中。
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月的刊物中介绍了GDS财富管理公司的历史和成就,以表彰获奖者。为了获得这项奖项,每家财富管理公司必须管理不低于10000万美元的资产,平均每位客户管理至少100万美元,且客户保留率必须达到95%。此外,该公司必须成立至少五年,且没有当前的纪律处分。获奖者是由一组受人尊敬的当地财富管理者评选出来的。
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的首席执行官兼创始人Glen Smith表示:“获得这个奖项是我们的荣幸。我们的团队感到荣幸能够被评选为D Magazine的顶尖财富管理者之一。在我们所做的一切中,我们努力提供卓越的服务,并为能够通过如此崇高的荣誉得到认可而感到自豪。”作为一家财富管理公司,GDS财富管理公司致力于为客户提供个性化的、细致入微的服务,旨在满足他们各自的财务目标。
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仅收取费用的公司,对客户收取季度费用,Smith认为这在行业中并不常见。透明度和沟通是GDS团队高度重视的两个价值观,他们努力确保客户感到参与和被重视。在一年中,GDS财富管理公司为客户和社区合作伙伴举办教育活动、演讲活动和社区参与机会。
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:“赢得他人的信任没有捷径。”GDS团队努力在所有专业互动中体现这一点。他们服务于来自不同生活背景的客户,并花时间确保每个人都有符合其财务目标的财务计划。用Smith的话说,“客户的最佳利益是我们的首要任务。”
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.
欲了解更多关于GDS的信息,请今天与他们的团队联系。GDS提供免费的咨询,他们很乐意与您讨论您的财务需求。
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Contact: [email protected]
联系方式: [email protected]
SOURCE GDS Wealth Management
来源:GDS财富管理
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译文内容由第三方软件翻译。