Gatewood Guides You to Build Wealth with Purpose

We are here to help you navigate life’s most important financial decisions with confidence, so that your wealth is put to work for your life, your family, and your legacy.

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Bringing You Confidence for All of Life’s Key Moments

Gatewood Wealth Solutions understands that wealth is more than a number; it’s what that number allows you to do. Whether you’re growing your wealth, preparing for retirement, or planning your legacy, we help you work towards your financial goals with clarity and purpose.


Top 1200 Financial Advisors1

2025 | 2023 | 2022

$1.34B+

Assets Under Management2

560+

Clients

Personal Wealth Services

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Business Wealth Services

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Our Investment Philosophy

Having a financial plan is the key to setting yourself up for a successful financial future – but a plan is only as good as your ability to execute on it. Our approach is rooted in offering clients clarity, confidence, and knowledge to help them navigate complex financial decisions.

We first and foremost strive to help clients work toward the goals in their financial plans by pursuing long-term returns. Our goal is to exceed each portfolio’s benchmarks to help cover fees and achieve surplus return. We aim to implement investment strategies that align with each client’s personal background to help them remain confidently invested and long-term focused.

View the video to hear what sets the Gatewood Investment philosophy apart.

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Firm to Family

Our “Firm to Family” approach is designed to provide a relationship that remains steadfast and enduring, extending beyond any one wealth advisor. This means that no matter what, your financial journey continues seamlessly with a dedicated team that knows and understands your family’s goals. This approach is designed to not only support your current financial needs, but also to guide and preserve your family’s wealth for future generations. With Gatewood, you gain a lasting partnership committed to your family’s financial well-being across every stage of life.

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Our Planning Process

At Gatewood, we have built a holistic approach to financial planning that prioritizes your customized goals. Our Chief Planning Officer, Christina Shockley, has crafted our process with the sole goal of providing you with an exceptional client experience.
Our process is simple and effective:

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Understanding Your Vision
We begin by getting to know you—your dreams, values, and what truly matters to you. This foundational step helps us assess your financial goals.
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Crafting Your Comprehensive Plan
With insights from our conversations, we develop a personalized financial plan that clearly outlines a path toward your financial goals.
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Executing and Tracking Progress
We implement your plan and provide ongoing solutions (a call out to the name of these meetings, the “Solutions Meeting”), helping you stay on track while adapting to life’s changes.
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Firm to Family
Our “Firm to Family” approach means supporting your entire family’s financial journey. We’re here to provide guidance that integrates seamlessly with each generation, helping you build, grow, and protect wealth across all stages of life. With Gatewood, you gain a dedicated partner committed to the financial well-being of your loved ones now and for generations to come.
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Testimonials

"Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family.  From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s assuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives. "

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Dr. Boyd C.
Retired Corporate Executive 11.13.23

"My wife and I have had the benefit of working with John Gatewood for over thirty-five years. Initially, John worked with us planning our personal and business life insurance needs. As his service offerings expanded, we took advantage of his expertise to help us with our family's financial planning. We could not be more pleased than what we are with the plan the Gatewood Wealth Solutions team developed for us. The team members are well-trained, intelligent, friendly, enthusiastic, and very good listeners. We have two scheduled reviews of the plan every year with one of the principals and at least…"

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Steve W.
Retired Business Owner 10.16.23

"My wife and I have known and worked with John Gatewood and his team for nearly a decade.  The values-driven team of Gatewood Wealth Solutions is motivated, caring, highly competent and personally fueled by character and integrity.  I recommended Gatewood to friends and family - including my children - because their deep desire to help clients 'give purpose to their wealth' gives us all the opportunity to better serve our families and communities."

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Dave M.
Corporate Executive 09.19.23

"Navigating the complexities of my corporate life was already a challenge, but when my husband passed away, it felt like an insurmountable mountain of emotions and paperwork. The team at Gatewood Wealth Solutions stepped in with compassion, efficiency, and expertise, guiding me through the entire estate settlement process. Their unwavering support made a world of difference during such a challenging time. I am profoundly grateful for all they've done and continue to do for me. Their services are truly unparalleled, and I wholeheartedly trust and recommend them."

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Carol S.
Corporate Executive 09.20.23

"My wife and I became a client of Gatewood Wealth Solutions twelve years ago on the recommendation of a friend who was also a Gatewood client, and I am very glad that we did. Until that time, I had managed our 401(k) and investments, but with retirement on the horizon, we felt it important to get professional help for retirement planning and investment management. The Gatewood team developed an integrated financial and retirement plan that we refined together. It was based on information such as our current financial position, desired retirement date and lifestyle, anticipated job and retirement income, expenses,…"

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Phil P.
Retired Corporate Executive 09.20.23

"I have worked with Gatewood Wealth Solutions since its inception and could not speak more highly of my experience. Gatewood Wealth Solutions provides comprehensive wealth management services for my family in a very sophisticated way. Their planning services are comprehensive and consider all assets of our family, not just what they manage. This is important for our family since we have a real estate business which must be considered in our planning. They also help us with our estate and tax planning each year. Their service is exceptional and is proactive and not reactive. I have referred members of my…"

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Tim M.
Partner/Attorney 09.22.23

"I’ve been with Gatewood Wealth Solutions and its predecessor for 21 years as our financial advisors. I first met John Gatewood in 2002 when I purchased a life insurance policy from him when he was with Northwestern Mutual. Shortly after having additional discussions with John, we started using them as our only financial advisors. They continued over the years to more than perform above my expectations and also started to bring in additional talent within their organization in order expand and meet client’s expectations. Since they’ve organized as Gatewood Wealth Solution and separated from Northwestern Mutual, they’ve continued to add…"

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Joe H.
Retired Corporate Executive 09.25.23

"I have been with Gatewood Wealth Solution for seven years, and I would highly recommend them for wealth management services.  They are a very efficient, effective, knowledgeable team that provides highly personalized, client-centered services.  If I didn't know better, I would think that I am their only client!  They have an excellent working relationship with a highly respected law firm that provides assistance with trusts and estate planning.  They also have an excellent working relationship with a tax accounting firm.  All of this so that all aspects of my financial planning needs are seamlessly coordinated. Their quarterly meetings are well…"

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Susan H.
Corporate Executive 09.26.23

"Partnering with Gatewood Wealth Solutions has been one of the best decisions we have made in the last five years. I have met with numerous financial planners who’ve all come to me with similar ideas and recommendations that don’t seem to prove that they are thinking outside the box for me individually. But when Gatewood came to me with their plan it was strategically designed with so many aspects taken into consideration that I was surprised at how uniquely competent and professional they were. They brought me many ideas and recommendations that would not bring them profit. They brought me…"

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Scott & Johanna S.
Business Owners 09.28.23

"Gatewood Wealth Solutions gives me confidence that my retirement savings are being monitored and managed with MY best interest in mind. All of the staff is welcoming, friendly and respectful. They have comprehensive knowledge of long-term financial planning, estate planning and tax planning. I have been with Gatewood for many years and hope to be with them for many more years to come."

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Gary B.
Corporate Executive 09.27.23

"I have known John Gatewood, the founder of Gatewood Wealth Solutions, for many years. We became friends well before we talked about business, and it was a natural decision to turn to John for help with our affairs when I needed it because I had grown to know and trust him. It really is true that John and his team at Gatewood Wealth Solutions are completely focused on helping ordinary families like ours to become financially independent. The family part especially means something: One day my 20-something son called to ask if I thought our group would be willing to…"

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Steve K.
Retired Corporate Executive 09.27.23

Important Disclosures

1. Barron’s Top 1200 Advisors Award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
2. As of 07/01/2025 including brokerage and advisory assets under management.

Testimonials Disclosure

The statements provided are testimonials by clients of the financial professional. The clients listed have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Let’s Build Your Wealth with Purpose

Gatewood is here to guide you through life’s most complex financial decisions with expertise and care. Fill out the form to request a free consultation with our team today.

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