At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching, and an active investment strategy as tools, we help guide clients on their paths to financial freedom—all while holding ourselves to the highest fiduciary standards.
We believe keeping tabs on your financial life should be as easy as checking your smartphone. With the GWS Portal, you can access your financial plan, investment performance and cash flow at any time, as well as directly message your advisors.
Click the link below to download the app:
Then, download our GWS Portal Client Guideto get to know your way around the app.
One of the reasons we decided to make the switch to LPL was to offer our clients improved technological options such as this app—so you have on-the-go access to your financial life any time you want it. Of course, we are also always available via phone or email for any questions you might have and welcome your feedback and comments!
Enjoy the GWS Portal, and please don’t hesitate to reach out with your thoughts.