Wealth Management
Great 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 that provides peace of mind. A comprehensive financial plan considers the impact of unexpected circumstances, from market turns, inflation, business or family events, among others. Our planning methods create a dynamic tool, responsive to conditions as they evolve. Our plans provide clients with a simple, secure performance dashboard, available whenever you want, wherever you are.
Who We Are
Gold Standard Wealth Management, LLC is a companion firm to Gold Standard CPA, LLC, headquartered in Las Vegas, NV.
Tax liabilities significantly impact both wealth accumulation and distribution. Our team crafts solutions to achieve the greatest tax efficiency for our clients. From college funding to retirement planning, spanning all asset classes from real estate to securities, we are laser-focused on tax minimization while complying with the latest changes in the U.S. Tax Code.
What We Do
Simply put, all financial decisions are based upon Five Categories:
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Assets
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Liabilities
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Income
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Stage of Life
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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 management:
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Taxes
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Investments
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Insurance
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Trusts
We provide 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.
Leadership Team
Our purpose is your prosperity. Combining entrepreneurial accomplishments with seasoned business acumen, we craft a thoughtful vision of your financial future. Adhering to the notion that we have “two ears, one mouth and use proportionally”, we first listen to you before making suggestions or recommendations.
President
Kevin Dauphinee
Kevin Dauphinee, MBA, formerly a financial planner with New York Life and 11-year resident of Las Vegas.
Kevin brings Fortune 100 management experience to the firm following 35 years as a television technology executive and business consultant. Kevin specializes in comprehensive financial planning, integrating elements of taxes, investments, insurance and trusts.
Owner
Seth McCormick
Seth McCormick is a seasoned wealth builder having specialized in alternative investments, construction, property management, finance, and operations for over two decades.
Seth’s entrepreneurial spirit led him to acquire a 30-year CPA practice with the vision of providing boutique ‘family office’ services to his clients. Seth is a life-long Las Vegas resident, participating in numerous high-profile residential and commercial development projects.
"No one cares how much you know until they know how much you care" - T. Roosevelt
How To Get Started
The most effective way to get started is to fill out the contact form and select a date and time to meet with us. You will receive confirmation of your appointment by email.
Thank you for visiting Gold Standard Wealth Management, LLC. We look forward to working with you.