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Personalized Financial Planning

Financial planning can be complex. To be effective, you need a partner who is objective and truly understands you and your needs.

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Customized Investment Management

Our process is disciplined, with a constant focus on the goals and outcomes that matter most to you.

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An Experienced Team

For 30 years, Gaulden & Associates Wealth Management has been dedicated to helping clients create, manage and preserve wealth.

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Curious to learn more about how we can help you achieve your goals? Get in touch with us.

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About Us

Gaulden & Associates Wealth Management is dedicated to providing clients with objective, thoughtful investment and financial guidance. Our mission is to help clients create, manage and preserve wealth across generations. Whether your goal is to plan for retirement, provide for your family or give back to your community, we’ll help you plan for what matters most.

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Core Beliefs

Core Beliefs

We hold high standards for ourselves, and we meet those standards with sharp focus and diligent review of our work. Our firm emphasizes learning from a variety of sources and industries, seeking feedback, and welcoming independent views. We believe that open communication and honesty are vital to build strong partnerships and to maintain accountability for financial decisions.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.