At Gatewood Wealth Solutions, wealth management extends beyond mere numbers—it’s about relationships, trust, and commitment that span generations. Our distinctive Firm-to-Family model isn’t just a slogan; it’s the foundation of how we deliver lasting value across generations.
A Team Built Around You
Unlike traditional models where clients are tethered to a single advisor, Gatewood provides an integrated team of professionals, each with a specific role:
- Wealth Advisor: Your primary relationship manager, guiding significant financial decisions and ensuring your overall experience is seamless and attentive.
- Wealth Planner: A Certified Financial Planner® responsible for crafting and continuously refining your personalized financial plan, directly aligned with your life goals.
- Wealth Coordinator: The organizational anchor who manages administrative details, keeping your financial matters consistently organized and accessible.
- Specialists: Extra support for your plan from experienced teammates with deep understanding of specialized and complex topics.
Expertise That Grows with You
Beyond the core Client Care Team, we have a team of specialists in investments, tax, business, and estate planning. These professionals collaborate behind the scenes to address the complexities that come with growing wealth.
Whether you’re navigating a liquidity event, transitioning into retirement, or preparing your estate plan, our in-house specialists at Gatewood team are already in place—ready to step in and support you. No matter your life stage or estate size, the right expertise is readily available.
This approach helps keep your financial strategy on track through life’s transitions and unexpected turns—so you can move forward with greater clarity and confidence.
Tailored Services for Every Stage
We recognize the uniqueness of each client’s financial landscape. Our Client Care Teams are structured to reflect your specific financial complexity:
- Private Client Care: For ultra-high-net-worth individuals with complex, multifaceted financial needs.
- Client Care Plus: Designed to support high-net-worth families requiring comprehensive, strategic financial management.
- Client Care: Catering to clients with essential, yet crucial, financial planning needs.
By aligning our teams precisely with your financial circumstances, we ensure focused attention and optimal outcomes at every life stage.
The Firm-to-Family Advantage
Our Firm-to-Family approach means your relationship extends to the entire firm rather than depending solely on an individual advisor. This method provides:
- Consistency: Your financial strategy remains stable and continuous, even if team members evolve.
- Comprehensive Expertise: Immediate access to a collective wealth of knowledge from professionals who collaborate to serve your best interests.
- Generational Relationships: We aim not just to serve you, but to support your family’s financial health across multiple generations, establishing a legacy of security and growth.
How We Differ from Traditional Advisors
Many wealth management firms operate on a “book of business” or “my client” model, where clients rely exclusively on one advisor for their financial planning. The advisor may fly under the banner of a big national brand, but in reality, that advisor acts as a one-man band.
This traditional approach can create vulnerabilities, particularly if the advisor moves firms, retires, or experiences life changes. At Gatewood Wealth Solutions, we embrace an “our clients” culture, ensuring your relationship is with our entire firm. This commitment means you enjoy seamless continuity, collective expertise, and personalized attention from our dedicated team, free from the disruptions often associated with traditional, advisor-dependent models.
Real Stories, Lasting Impact
Clients frequently highlight the tangible benefits of our comprehensive approach:
“Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family. From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s reassuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives¹.” — Dr. Boyd C., Retired Corporate Executive
A Client Story: The Parkers’ Journey from Overwhelmed to Empowered
Before partnering with Gatewood, the Parker family—two busy professionals with three children and aging parents—felt stretched thin. Despite solid earnings, they were unsure how to balance college savings, retirement planning, elder care responsibilities, and managing their growing portfolio. Their previous advisor provided only occasional updates and general guidance, leaving them uncertain and reactive.
After engaging Gatewood Wealth Solutions, everything changed. They were introduced to their dedicated Client Care Team, including a Wealth Advisor who listened closely to their goals, a Wealth Planner who developed a dynamic, goal-driven plan, and a Wealth Coordinator who ensured nothing slipped through the cracks.
Behind the scenes, Gatewood’s investment, tax, and estate planning specialists collaborated to build a coordinated strategy. The Parkers refinanced underperforming real estate assets, implemented a multigenerational gifting strategy, optimized their retirement drawdown plan, and established an education trust for their children.
Today, the Parkers say they finally feel in control. They’re no longer juggling disconnected advice—they have a proactive team that meets with them regularly, answers questions before they even arise, and helps them make confident decisions.
Ready to Experience the Gatewood Difference?
If you seek a wealth management relationship built on enduring trust, tailored strategies, and a dedicated team focused on your family’s lasting financial success, we’re ready to start the conversation.
Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
¹ This statement is a testimonial by a client of the financial professional as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
There is no guarantee a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.
The information provided here is general in nature. It is not intended, nor should it be construed, as legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Expertise That Grows with You
Beyond the core Client Care Team, we have a team of specialists in investments, tax, business, and estate planning. These professionals collaborate behind the scenes to address the complexities that come with growing wealth.
Whether you’re navigating a liquidity event, transitioning into retirement, or preparing your estate plan, our in-house specialists at Gatewood team are already in place—ready to step in and support you. No matter your life stage or estate size, the right expertise is readily available.
This approach helps keep your financial strategy on track through life’s transitions and unexpected turns—so you can move forward with greater clarity and confidence.
Tailored Services for Every Stage
We recognize the uniqueness of each client’s financial landscape. Our Client Care Teams are structured to reflect your specific financial complexity:
- Private Client Care: For ultra-high-net-worth individuals with complex, multifaceted financial needs.
- Client Care Plus: Designed to support high-net-worth families requiring comprehensive, strategic financial management.
- Client Care: Catering to clients with essential, yet crucial, financial planning needs.
By aligning our teams precisely with your financial circumstances, we ensure focused attention and optimal outcomes at every life stage.
The Firm-to-Family Advantage
Our Firm-to-Family approach means your relationship extends to the entire firm rather than depending solely on an individual advisor. This method provides:
- Consistency: Your financial strategy remains stable and continuous, even if team members evolve.
- Comprehensive Expertise: Immediate access to a collective wealth of knowledge from professionals who collaborate to serve your best interests.
- Generational Relationships: We aim not just to serve you, but to support your family’s financial health across multiple generations, establishing a legacy of security and growth.
How We Differ from Traditional Advisors
Many wealth management firms operate on a “book of business” or “my client” model, where clients rely exclusively on one advisor for their financial planning. The advisor may fly under the banner of a big national brand, but in reality, that advisor acts as a one-man band.
This traditional approach can create vulnerabilities, particularly if the advisor moves firms, retires, or experiences life changes. At Gatewood Wealth Solutions, we embrace an “our clients” culture, ensuring your relationship is with our entire firm. This commitment means you enjoy seamless continuity, collective expertise, and personalized attention from our dedicated team, free from the disruptions often associated with traditional, advisor-dependent models.
Real Stories, Lasting Impact
Clients frequently highlight the tangible benefits of our comprehensive approach:
“Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family. From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s reassuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives¹.” — Dr. Boyd C., Retired Corporate Executive
A Client Story: The Parkers’ Journey from Overwhelmed to Empowered
Before partnering with Gatewood, the Parker family—two busy professionals with three children and aging parents—felt stretched thin. Despite solid earnings, they were unsure how to balance college savings, retirement planning, elder care responsibilities, and managing their growing portfolio. Their previous advisor provided only occasional updates and general guidance, leaving them uncertain and reactive.
After engaging Gatewood Wealth Solutions, everything changed. They were introduced to their dedicated Client Care Team, including a Wealth Advisor who listened closely to their goals, a Wealth Planner who developed a dynamic, goal-driven plan, and a Wealth Coordinator who ensured nothing slipped through the cracks.
Behind the scenes, Gatewood’s investment, tax, and estate planning specialists collaborated to build a coordinated strategy. The Parkers refinanced underperforming real estate assets, implemented a multigenerational gifting strategy, optimized their retirement drawdown plan, and established an education trust for their children.
Today, the Parkers say they finally feel in control. They’re no longer juggling disconnected advice—they have a proactive team that meets with them regularly, answers questions before they even arise, and helps them make confident decisions.
Ready to Experience the Gatewood Difference?
If you seek a wealth management relationship built on enduring trust, tailored strategies, and a dedicated team focused on your family’s lasting financial success, we’re ready to start the conversation.
Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
¹ This statement is a testimonial by a client of the financial professional as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
There is no guarantee a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.
The information provided here is general in nature. It is not intended, nor should it be construed, as legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
