As you may have heard, we at Gatewood Wealth Solutions are thrilled about our new partnership with LPL Financial. Not only does this well-respected broker-dealer align perfectly with our financial planning and investment philosophies, culture and values, it also has a history of quality performance and cutting edge technical solutions for clients.
To learn more, check out some of our recent media coverage at the links below.
- News Release: “LPL Welcomes Gatewood Wealth Solutions”
- Investment News: “Team Managing 550 Million Goes Indie with LPL”
- Business Insider: “LPL Financial Welcomes Gatewood Wealth Solutions”
- Wealth Management: “Gatewood Wealth Solutions Joins LPL Financial”
For more information on the “why” behind the transition, view this “Why We Moved: FAQs” blog post from our founder and CEO, John Gatewood. He explains the due diligence that went into the decision, as how the platform change benefits our clients.
We hope you enjoy learning more about the GWS/LPL partnership and welcome questions and feedback from clients. With improved technical solutions and expanded client capabilities, our team is confident 2020 will be one for the books!