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ABOUT US

CLIENT FOCUSED FOR MORE THAN 50 YEARS

Gatewood Wealth Solutions provides you with confidence, so you’ll reach your goals, your family will be taken care of, and you'll be empowered to live the life you want and leave a legacy. The path to financial freedom is a journey, and we’re here to walk alongside you. We will help you stay the course even during turbulent times, and we offer integrated technology solutions to empower and enable you to track your progress toward your goals.

John Gatewood, CFP®, CLU®

Founder | Chief Executive Officer

OUR THREE PILLARS

COMPREHENSIVE WEALTH PLANNING

INTEGRATED ENABLING TECHNOLOGY

FINANCIAL BEHAVIOR

COACHING

Mitigating risk is a big part of planning for future success. By taking a 360-degree view of your financial life, we help ensure that you will be covered from all angles—and then check in regularly to make sure you’re on track toward reaching your goals. Because we hold ourselves to a fiduciary standard, you can be confident that every decision we make is in your best interest.

Keeping tabs on your financial life should be as easy as checking your smartphone. With our mobile app, you can access your financial plan, investment performance, and cash flow at any time from your mobile device or laptop. Plus, you can quickly send messages and updates back and forth with your advisor while on the go.

Wealth is inherently dependent on the choices people make—especially when it comes to behaviors around money. That’s why one of our firm’s most significant values is our financial behavior coaching. We guide you in making decisions that will seek to help you grow and preserve your wealth over time.

FACTS AND FIGURES

$801,345,247

in Assets Under Guidance (06/21/21)

Provides guidance to

$67,146,156 in brokerage assets 

379 Clients

50+ Years

17 employees

in the United States

of experience combined

in 1 office

Barron's Top 1,200 State by State

(2020)

Barron's - Top 1,200 State by State is based on Assets Under Management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. 

100% Client Retention

(2020)

Our retention rate is measured on an annual basis by the number of clients that leave the firm combined with those assets that we lose from lost clients.

Let us help you work toward financial freedom.

Contact us today to learn how we can share our experience with you — helping you become and remain financially self-reliant so you can give purpose to your money.