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Paladin Research Report For:

Matthew Kelley

Gold Medal Waters

AAMS®CFP®AIF®
4551 13th Street
Boulder, CO 80304
720-887-1299

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
  • 5-9
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
  • All
Years of Experience in Financial Services
  • 26
Number of Years with Current Firm
  • 20
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • 150
Firm's Number of Planning Clients
  • 130
Firm's Number of Managed Clients
  • 150
Assets Managed by Firm
  • $175,000,000
Advisor's Number of Clients
  • 150
Advisor's Number of Managed Clients
  • 150
Advisor's Number of Planning Clients
  • 130
Assets Managed by Advisor
  • $175,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $0
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