Matthew Kelley

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About Matthew Kelley

Hi, I'm Matthew Kelley. I'm a New Yorker by birth, and I spent most of my youth hiking the Adirondack mountains and playing lacrosse. My parents pushed me to work at a young age, and I learned that I didn't like working for others. So, at 14, I started my own landscaping business.

My grandfather introduced me to the financial markets at this time, and I began to buy stocks with my profits. This led me to seek an internship with one of the nation's first financial planning firms through my college years.

After college, I moved to Colorado to compete in snowboarding. I didn't do as well as I envisioned, so I decided that maybe snowboarding was not my competitive calling and began to look for what else interested me.

This led me back to financial planning. In 2004, I asked my wife if I could leave my well-paying job and start my own financial planning company while on our honeymoon. She trusted me those many years ago, and I never looked back.

Today, we've built an enduring and sustainable practice centered around helping our clients use their money to achieve their life's purpose for career, family, individual pursuits, retirement, and legacy. Life's not a rehearsal, and we keep this at the forefront of our advice.

Locally, I serve my community by coaching high school lacrosse and I've been doing this since 1999. I love planting leadership seeds to help our future generations to treat others with love and respect.

When I'm not working or enjoying my beautiful family, you will most likely find me doing one of the following:

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

CRD#

4504752

Firm CRD#

132294

Name of Broker/Dealer

Not Applicable - We are a Registered Investment Advisor and a Fiduciary

Name of Custodial Firm

Fidelity, Schwab, Altruist

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Gold Medal Waters - 2004 to Present

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Tax Advice and Services

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®, AAMS^®

Securities Licenses

Series 66, Series 63

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$175,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$175,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Flat Fee

Additional Details on Charges

GMW Wealth Management offers transparent, conflict-free pricing. Our pricing structure is designed to reflect the complexity of your financial situation and the value we create for you. We don't charge commissions or referral fees, so our only incentive is to provide you with the best possible advice to help you achieve your financial goals.

Schedule a no-pressure consultation to learn more about our services and to see if we're a good fit for you.

Education

Bachelors -

Fairfield University
09/01/1993 -05/01/1997

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891752/paladinregistry-Gold-Medal-Waters-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Gold Medal Waters