The Gatewood Difference
Volatility is a constant, riding the roller coaster is a passive position, and many advisors simply sell products that masquerade as partnerships. You and your family deserve integrity, advocacy, and care. That’s where we come in.
We know what you’re thinking
My advisor isn’t as engaged as I want them to be in our relationship.
There’s nothing worse than a one-sided relationship, which is why we serve clients like family. Our clients can count on us to go above and beyond for them by providing solutions, not just answers. We’re more than your advisors; we’re your partners.
My advisor tells me I’ll have enough to last through retirement, but I’m not so sure.
Many people have these doubts, but we make it a priority to plan for every possible outcome. With our Goals-Based Planning strategy, we assess personal, market, and aspirational risks to help you maintain and enhance your current lifestyle throughout your retirement.
I feel like I’m creating a secure plan for the future, but how can I be sure?
We understand that you may be feeling uncertain whether you’ve made the right decisions for your family’s future once you’ve put your financial plan in place. That’s why we learn as much as we can about you and take the information you’ve shared to craft a comprehensive, outcomes-focused financial plan with enough structure to keep you on track but enough flexibility to evolve and grow with you as your life changes.
How We Serve You
COMPREHENSIVE WEALTH PLANNING
In order to mitigate risk, we take a 360-degree view of your financial life to ensure that you will be covered from all angles, checking in regularly to monitor your progress toward reaching your goals.
INTEGRATED ENABLING TECHNOLOGY
With our mobile app, you can access your financial plan, investment performance, and cash flow anytime from your mobile device or laptop. Plus, you can quickly send messages back and forth with your advisor while on the go.
FINANCIAL BEHAVIOR COACHING
Wealth is inherently dependent on the choices you make—especially regarding behaviors around money. We provide financial behavior coaching to help you feel confident about your financial decisions, guiding you in making decisions that will help you towards growing and preserving your wealth over time.
We are on a mission to share our expertise with families, helping them become and remain financially self-reliant so that they can give purpose to their money. Your family deserves the best, which is why we are committed to providing an unparalleled, enduring level of care to our clients at all times.