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CONFIDENCE IN YOUR BUSINESS STARTS WITH A PLAN

We are here with a goal to guide you through the steps to grow, protect, and transition your business with a strategy designed around your goals.

Running a business is demanding, and without a clear strategy, the future of your business may feel uncertain. You need a professional partner to help you manage your business finances, pursue growth, and plan for the future with confidence.

At Gatewood Wealth Solutions, we understand that business ownership is about more than just running a company—it's about building a lasting legacy. We are here to help you build wealth with purpose, providing clarity and confidence for every phase of your business.

GWS Welcome
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BUILD ENDURING WEALTH WITH PURPOSE - FOR YOUR BUSINESS AND YOUR LEGACY

John Gatewood, CFP®, CLU®
Founder

 GATEWOOD IS YOUR GUIDE FOR YOUR BUSINESS'S FINANCIAL JOURNEY

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INVESTMENT
MANAGEMENT FOR BUSINESS GROWTH

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INSURANCE MANAGEMENT
FOR RISK PROTECTION

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SUCCESSION PLANNING FOR BUSINESS CONTINUITY

Align your investments to fuel business expansion, positioning your company for sustainable long-term success.

Protect the future of your business with customized insurance solutions that mitigate risks and uncertainties.

Secure your legacy with a business succession plan that ensures smooth leadership transitions and business continuity.

FACTS AND FIGURES

$1,000,494,267

in Advisor and Brokerage Assets Under Guidance (As of 1/1/24)

460+ Clients

in the United States

Top 5 Firms

Nationwide by LPL

Barron's Top 1,200

State by State

2022, 2023

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- Carol S. (Corporate Executive)

Navigating the complexities of my corporate life was already a challenge, but when my husband passed away, it felt like an insurmountable mountain of emotions and paperwork. The team at Gatewood Wealth Solutions stepped in with compassion, efficiency, and expertise, guiding me through the entire estate settlement process. Their unwavering support made a world of difference during such a challenging time. I am profoundly grateful for all they've done and continue to do for me. Their services are truly unparalleled, and I wholeheartedly trust and recommend them.

This statement is a testimonial by a client of the financial professional as of 09/20/2023. 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

Here's What to Expect

01.

Reach out and a member of our team will personally be in touch with you

02.

We get to know your goals and provide you with a custom strategy

03.

We guide you on the journey to build your business with confidence

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Let’s Build Your Business with Purpose We help business owners like you grow your business with purpose, offering professional guidance in investment, insurance, and succession planning. Fill out our form to request a free consultation and secure your business’s future.

Get Started Today

Download the GWS App

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© 2021 Gatewood Wealth Solutions

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

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