top of page
Team Picture-1695245205008_edited.jpg

CONFIDENCE IN YOUR BUSINESS STARTS WITH A PLAN

We are here 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 trusted partner to help you manage your business finances, grow your wealth, 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
Play Video

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

Screen Shot 2021-05-05 at 1.49.05 PM.png

INVESTMENT
MANAGEMENT FOR BUSINESS GROWTH

Screen Shot 2021-05-05 at 1.49.42 PM.png
Screen Shot 2021-05-05 at 1.49.42 PM.png
Screen Shot 2021-05-05 at 1.49.42 PM.png

INSURANCE MANAGEMENT
FOR RISK PROTECTION

Screen Shot 2021-05-05 at 1.49.08 PM.png
Screen Shot 2021-05-05 at 1.49.08 PM.png

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

Screen Shot 2021-05-05 at 2.53_edited.pn
Screen Shot 2021-05-05 at 2.53_edited.pn

>99% Client

Retention

2019-2024

Screen Shot 2021-05-05 at 2.53_edited.pn
Screen Shot 2021-05-05 at 2.53_edited.pn

- 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.

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

David_Time-Starved Executive_edited.jpg

Let’s Build Your Business with Purpose We help business owners like you grow your business with purpose, offering expert 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

bottom of page