At Gatewood Wealth Solutions, our philosophy is centered around providing personalized and proactive financial guidance for our clients.
- Private Client Care: Ultra-high net worth, ultra-high financial complexity.
- Client Care Plus: High net worth, high financial complexity.
- Client Care: Average net worth and financial complexity.
Within these segments, we designate specific Client Care Teams to serve a particular number of families, so they can familiarize themselves with typical client needs within those segments. This also helps ensure that no financial plan or investment portfolio is ever reliant on just one person. If something ever happened to one of the advisors — whether retirement, promotion, death, or any other unforeseen circumstance — there would always be another team member familiar with the client’s goals, objectives, and moving pieces to step in and manage their account moving forward.
Client Care Team structure
Wealth Planner: Navigating Your Financial Future
Your Wealth Planner is your family’s personal Certified Financial Planning professional. The CFP® designation demonstrates their proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. They serve as your trusted guide to create and maintain your personalized financial plan that aligns with your goals and aspirations, going beyond simply providing day-to-day services. He or she will be your go-to for most questions!
Wealth Advisor: Providing Exceptional Client Experience
While the Wealth Planner focuses on your financial strategy, the Wealth Advisor strives to make your client care journey with Gatewood is nothing short of exceptional, especially during times of crucial or complex life decisions. They are dedicated to enhancing your overall experience with the firm, ensuring that every interaction with Gatewood reflects our commitment to excellence.
Wealth Coordinator: Orchestrating Seamless Operations
Your Wealth Planner is supported by a dedicated Wealth Coordinator who takes care of the administrative details of your accounts, from information updates to paperwork. They are the glue that holds the team together, and they work tirelessly to ensure your family has its financial details covered.
Specialists: Providing Experienced Account Support
Our specialists are always ready to provide nuanced knowledge to your family precisely when you need it. Whether you need advice from the Gatewood Investment Committee, a complex strategy from our tax and estate planning specialists, a consultation for employer sponsored retirement plans, or business owner exit planning, we’ll bring in just the right specialist from our team of advisory professionals.
Gatewood Investment Committee: Overseeing and Optimizing your Portfolio
The Gatewood Investment Committee works behind the scenes every day to ensure we’re positioning your investments in a way that helps you pursue your goals. Be sure to tune into our Monthly Market Insights videos to hear their transparent take on the market!
Educational Excellence and Advanced Credentials
At Gatewood, we pride ourselves on the exceptional educational background and advanced credentials of our team members. With a roster that includes MBAs, MAccs, MSFs, MSFSs, JDs, and a suite of distinguished certifications such as CFA®, CFP®, CPA, CEPA®, CMT®, and CAIA®, our professionals bring a depth of knowledge and a breadth of expertise to the table.
In addition to years of experience, this wealth of education and certification translates into a discerning eye for detail and a comprehensive approach to financial strategy. As a client, you benefit from our team’s informed guidance and ability to create sophisticated solutions to meet the complexities of today’s financial landscape.
Gatewood Culture
At Gatewood Wealth Solutions, our culture isn’t just about serving clients; it’s also about nurturing our team members’ growth so they can continue to provide excellent service for years to come. We prioritize a supportive and empowering environment where every individual is encouraged to thrive personally and professionally. This commitment to our team’s well-being fuels their dedication to delivering nothing short of exceptional client experiences, making our culture the driving force behind our success.
Our Commitment to Your Family
Our team structure is designed to ensure that, regardless of life’s changes, you have a consistent, knowledgeable, and dedicated group of professionals ready to support you. As your life evolves, so does our service, adapting to provide the relevant expertise that your situation demands.
If you have any questions about your own Client Care Team structure, please reach out to your Wealth Planner. Not only are we passionate about your success, but we’re also deeply committed to excellence, continually striving to get better, and staying competitive. We will always go the extra mile for our clients and our teammates!
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.
All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
