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Mission & Values


GPS Wealth Management creates CLARITY through comprehensive financial guidance and planning for individuals, families, and businesses. Our clients trust us to help them identify and achieve their financial goals so that they can pursue their lifelong dreams and fulfill their life purpose.

CORPORATE VALUES - Creating Clarity

C - Capable, wisdom, experience, qualified, and knowledgeable are critical attributes for each team member at our firm; thus continuous learning is expected and imperative.

L - Loyal, accountable, professional, and focused on our company’s stated mission to help and serve people; putting their best interests before our own.

A - Attitude of service, positivity, and excellence is delivered in each task and to each person set before us in order to create positive client experiences and long relationships.

R - Reliability and enthusiasm for the important and detailed work we do. It delivers significant value and empowerment in our clients lives.

I - Integrity, intuition, and honesty are the underlying fuel for Company growth and profitability. It is essential to its success and longevity.

T - Trust, respect, action, and commitment are in the fabric of each advisor and staff member. Everyone associated with our firm is held personally responsible to this principle.

Y - You matter. We live by the “Platinum Rule”: treat our clients the way THEY want to be treated.