ADVISOR RETIREMENT
& EXIT PLANNING

This page is intended for financial professionals only.

If you're looking to retire within the next three years, you're in the right place! (Longer timeline? Visit our Contingent Succession Solutions page.)

 

Whether you plan to sell your business, leave it to a talented employee, or pass it on to a family member, succession planning is essential to continue your client care legacy. At Gatewood Wealth Solutions, we have a dedicated and systematized approach to transitioning clients, honed from more than 20 years of experience managing these nuanced situations.

 

If your clients transition to Gatewood Wealth Solutions, they can expect the same level of exceptional client service they experienced with you.

Client-First Approach

When your clients become a part of Gatewood Wealth Solutions, they are coming to a practice that delivers a boutique and personalized experience with a large firm's resources. Learn More >

Gatewood Wealth Solutions Highlu Credentialed Team

Highly Credentialed Team

Every client works with a four-member team that includes a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst (CFA®).  Learn More >

In-House Investment Management

We integrate client portfolios into a carefully constructed financial plan targeted toward their goals. Our approach is versatile and suitable for a broad range of investors.  Learn More >

Comprehensive Financial Planning

We have access to resources that accommodate a broad spectrum of clients' needs across a lifetime, supported by integrated technology and financial planning. Learn More >

CONTACT A GWS PARTNER

 

With a well-defined succession plan that transitions your clients to us, you can be confident that they will be well cared for by our highly accredited team. Request a meeting with a GWS partner to learn more about our firm and our succession solutions, or visit our FAQ page for more information.

Daniel Goeddel, MBA

Partner | Chief Development Officer | Lead Advisor