Secure Your Financial Future with Personalized, Expert Guidance!
Combine customized financial planning with tax-efficient strategies to preserve or enhance retirement lifestyle.
Secure Your Financial Future with Personalized, Expert Guidance!
Combine customized financial planning with tax-efficient strategies to preserve or enhance retirement lifestyle.
Welcome to Gold Standard Wealth Management
Accomplished chefs prepare signature dishes with well-sourced ingredients, skillfully combined and brought to the table at just the right moment. An effective financial planner is similar - compiling the client’s family, business and financial information into a recipe, resulting in a client’s satisfaction and peace of mind.
Our approach combines meticulous analysis with innovative strategies to ensure you fulfill your lifestyle with confidence and security. Expect nothing less than the 'Gold Standard' in retirement planning, providing peace of mind and a clear path to a secure and fulfilling future.
"A goal without a plan is just a wish.”
– A. de Saint-Exupéry
Instant Download
Maximize Your Retirement Savings with Roth Conversion Strategies
Are you looking for ways to reduce your tax burden in retirement? Our Roth Conversion Guide provides valuable insights on how to use Roth conversion strategies to potentially save thousands, in some cases millions of dollars in Federal taxes.
Convert your traditional IRA or 401(k) to a Roth IRA
Maximize your retirement savings and minimize your Federal tax liabilities
Create generational wealth to pass on to your beneficiaries
Are You Prepared for the Uncertainties of Retirement?
Many retirees struggle with the complexities of financial planning, unsure if their savings will last and how to navigate unexpected expenses. Are you one of them? The reality is, without a comprehensive plan, you could face significant financial challenges during your retirement years.
of retirees want a consistent, stable rate of return*
Want protection of initial investment (principle protection)*
want guaranteed income other than a pension or Social Security*
At Gold Standard Wealth Management, we understand these concerns and are here to help you overcome them. Our customized financial plans are designed to address these fears, ensuring you have a secure and fulfilling retirement.
Experience the "GOLD STANDARD" in Retirement Planning
At Gold Standard Wealth Management, we believe in the 'One Size Fits One' philosophy. Our personalized approach ensures that every financial plan is tailored to your unique needs and goals. By focusing on the five fundamental elements of financial planning – assets, liabilities, income, stage of life, and aspirations – we create strategies that are as unique as you are.
Simply put, all financial decisions are based upon five basic categories:
ASSETS
LIABILITIES
INCOME
STAGE OF LIFE
ASPIRATIONS
Whether you are just starting out on your first job, a business owner gaining prosperous momentum, or a retiree seeking tax-minimized income, these Five Categories frame your decision making.
Combined with the four essential elements of financial planning...
Taxes
Innovative solutions to minimize your tax liabilities.
Investments
Crafting a plan that ensures your savings last throughout your retirement.
Trusts
Protecting your assets and securing your financial future.
Insurance
Maximizing your wealth with strategic investments and personalized advice.
Gold Standard Wealth Management provides guidance by viewing each Essential element through the lens of the Five Basic Categories. Our deliverables simplify the complex, resulting in our clients’ comfort and gratitude.
How We Help: Our Process
At Gold Standard Wealth Management, we follow a meticulous, client-centered process to ensure your financial future is secure and prosperous. Our approach is designed to address your unique needs and goals, providing personalized strategies and ongoing support
STEP 1
DISCOVER
We start with an initial consultation to get to know you, understand your financial situation, and discuss your aspirations. This 30-minute meeting helps us determine if we're a good fit for each other.
STEP 2
ANALYZE
Next, we review your financial documents, including assets, liabilities, income, and current plans. This thorough analysis allows us to craft a strategy that addresses your specific requirements.
STEP 3
PLAN
We present you with a customized financial plan, detailing our recommendations for achieving your goals. Our plans consider tax reduction strategies, risk management, retirement planning, and wealth management.
STEP 4
IMPLEMENT
Once you approve the plan, we help you implement it, ensuring all elements are executed seamlessly. Our team guides you through every step, making the process smooth and stress-free.
STEP 5
MEASURE
We continuously measure your plan's performance and make adjustments as needed. Periodic reviews ensure your strategy evolves with your changing circumstances, providing ongoing peace of mind.
At Gold Standard Wealth Management, we follow a meticulous, client-centered process to ensure your financial future is secure and prosperous. Our approach is designed to address your unique requirements and goals, providing personalized strategies and ongoing support
"No two retirements are the same because no two families are the same. At Gold Standard Wealth Management, our 'One Size Fits One' approach ensures every plan is uniquely tailored to you."
– Kevin Dauphinee
Meet Our Team
"No one cares how much you know until they know how much you care" – T. Roosevelt
Kevin Dauphinee
Managing Partner
Seth McCormick
Senior Partner
Marc Rogers
Executive Consultant
Bianca Boehrs
Client Concierge
What Our Clients Say About Us
Financial planning is as much an art as a science and Kevin Dauphinee at Gold Standard Financial Services walked me through the options available for me and my family. Strongly recommended!
Chris Bridgeforth
Kevin's passion for Financial Planning shows up in everything he does. He has tremendous attention to detail, responsiveness and knowledge that he brings to the table.
Clair Zeto
Kevin Dauphinee is fantastic, very knowledgeable, and my investment portfolio is solid due to his advice and guidance! Highly recommend!!
David Perrico
Take Control of Your Financial Future Today!
Las Vegas Office:
411 East Bonneville Ave,
Suite #430
Las Vegas, NV 89101
Scottsdale Office:
6900 East Camelback Rd,
Suite #990
Scottsdale, AZ 85251
Investment advisory and financial planning services are offered through Investment advisory services offered by registered individuals through CreativeOne Wealth, a Registered Investment Adviser. CreativeOne Wealth & Gold Standard Wealth Management are unaffiliated entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Gold Standard Wealth Management offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Gold Standard Wealth Management and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by CreativeOne. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by CreativeOne.
*https://www.globalatlantic.com/professionals/allocationconversation/insights
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