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.
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
INVESTMENT
MANAGEMENT FOR BUSINESS GROWTH
INSURANCE MANAGEMENT
FOR RISK PROTECTION
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
>99% Client
Retention
2019-2024
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
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