WHAT OUR CLIENTS SAY
We love hearing what our clients have to say! Their feedback is invaluable to us, as it helps us gauge the success of our services and how we can continue to serve them.
Our clients have had such positive experiences working with our team that we wanted to share some of their kind words. These testimonials not only bring joy to our team, but they also serve as a constant reminder of the impact we have on our clients' lives. The motivation we derive from these testimonials fuels our drive to continue providing exceptional services to each and every one of our clients.
I have known John Gatewood, the founder of Gatewood Wealth Solutions, for many years. We became friends well before we talked about business, and it was a natural decision to turn to John for help with our affairs when I needed it because I had grown to know and trust him.
It really is true that John and his team at Gatewood Wealth Solutions are completely focused on helping ordinary families like ours to become financially independent. The family part especially means something: One day my 20-something son called to ask if I thought our group would be willing to help him despite the meagerness of his financial resources. I told him I would ask — thinking that perhaps they might offer a slimmed-down level of support for people like my son.
I called our advisor at Gatewood Wealth Solutions, who interrupted my question before I could ask it when he figured out where it was going: “Mr. Krause!” he said, “We take care of families! WHOLE families. PLEASE tell him to call me, and soon.” Well, I did tell him, and I also cried a little in thankfulness, as a father touched by a gift for his boy.
As Pam and I navigate these retiring years she and I both derive a rich sense of security knowing that, as is more probable, she remains when death parts us, John and the team at Gatewood Wealth Solutions will continue to surround and support her for as long as needed. Meanwhile their wise counsel and stewardship are protecting the quality of these years, and their circle of service also continues to widen among members of our family and among our friends. 1
- Steve K. (Retired Corporate Executive)
Gatewood Wealth Solutions gives me confidence that my retirement savings are being monitored and managed with MY best interest in mind. All of the staff is welcoming, friendly and respectful. They have comprehensive knowledge of long-term financial planning, estate planning and tax planning. I have been with Gatewood for many years and hope to be with them for many more years to come. 2
- Gary B. (Corporate Executive)
Gatewood Wealth Solutions has been one of our best decisions we have made in the last five years. I have met with numerous financial planners who’ve all come to me with similar ideas and recommendations that don’t seem to prove that they are thinking outside the box for me individually. But when Gatewood Wealth Solutions came to me with their plan it was strategically designed with so many aspects taken into consideration that I was surprised at how uniquely competent and professional they were. They brought me many ideas and recommendations that would not bring them profit. They brought me ideas from many different backgrounds which added different perspectives to my plan. My wealth advisor has provided me so many more ideas on how to manage my money and future. This is a priceless attribute of your financial planner. After working with numerous financial planners in the past I am so happy that Christina and the rest of the advisers at Gatewood Wealth Solutions takes care of my financial wealth. The bottom line is they take care of my individual needs much differently than others and from a much higher level encompassing many different educational backgrounds. 3
- Scott & Johanna S. (Business Owners)
I have been with Gatewood Wealth Solution for seven years, and I would highly recommend them for wealth management services. They are a small but very efficient, effective, knowledgeable team that provides highly personalized, client-centered services. If I didn't know better, I would think that I am their only client! They have an excellent working relationship with a highly respected law firm that provides assistance with trusts and estate planning. They also have an excellent working relationship with a tax accounting firm. All of this so that all aspects of my financial planning needs are seamlessly coordinated. Their quarterly meetings are well organized and insightful - and they have the tools and resources to help me see the picture of my current and future financial position so that I can make the best decisions to ensure my long-term financial security. 4
- Susan H. (Corporate Executive)
I’ve been with Gatewood Wealth Solutions and its predecessor for 21 years as our financial advisors. I first met John Gatewood in 2002 when I purchased a life insurance policy from him when he was with Northwestern Mutual. Shortly after having additional discussions with John, we started using them as our only financial advisors.
They continued over the years to more than perform above my expectations and also started to bring in additional talent within their organization in order expand and meet client’s expectations.
Since they’ve organized as Gatewood Wealth Solution and separated from Northwestern Mutual, they’ve continued to add additional talent and by providing additional services to me and my family which has shown in the overall management and results of my portfolio.
The systems they developed along with the relationship they have with LPL Financial has been really great from my standpoint as a client, being able to view my portfolio and look at transparent data whenever I want to.
I’ve had many other financial advisers over the years reach out to me wanting me to sign up with them and move my portfolio over to them, but after asking them a couple of question on how they would handle this or that, I’ve always decided to remain with Gatewood Wealth Solutions not only because of how they managed my portfolio but one of the main reasons is their overall trust and commitment to me and my family their client. 5
- Joe H. (Retired Corporate Executive)
I have worked with Gatewood Wealth Solutions since its inception and could not speak more highly of my experience. Gatewood Wealth Solutions provides comprehensive wealth management services for my family in a very sophisticated way. Their planning services are comprehensive and consider all assets of our family, not just what they manage. This is important for our family since we have a real estate business which must be considered in our planning. They also help us with our estate and tax planning each year. Their service is exceptional and is proactive and not reactive. I have referred members of my family to Gatewood Wealth Solutions, and they could not be happier with the services they have received. 6
- Tim M. (Partner/ Attorney)
My wife and I became a client of Gatewood Wealth Solutions twelve years ago on the recommendation of a friend who was also a GWS client, and I am very glad that we did. Until that time, I had managed our 401(k) and investments, but with retirement on the horizon, we felt it important to get professional help for retirement planning and investment management.
The Gatewood team developed an integrated financial and retirement plan we refined together. It was based on information such as our current financial position, desired retirement date and lifestyle, anticipated job and retirement income, expenses, and taxes, as well as insurance and healthcare needs as our situation changes over time. We review our plan and financial performance against it annually with our dedicated advisor and make any adjustments required. We also receive monthly performance reports and can view all transactions made in each of our accounts. I’m pleased to say we are well ahead of plan!
During the year, our advisor and the team are available whenever we have questions. These are usually asked and answered via email or a quick phone/zoom call, or they contact us if something needs to be addressed. Also, GWS produces weekly 30- minute videos covering retirement and markets and GWS’s planned response to any changes that are occurring whether that be to anticipated market dynamics, tax law, or retirement account regulation changes. It’s good to know what is going on and how GWS is planning to exploit or protect us in these types of situations.
Our experience, both financially and interpersonally with each of the GWS team, has been extremely satisfying. They have earned our trust and respect over these past 12 years, and we have been greatly blessed by this relationship. We strongly recommend GWS to anyone seeking professional financial management. 7
- Phil P. (Retired 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. 8
- Carol S. (Corporate Executive)
My wife and I have known and worked with John Gatewood and his team for nearly a decade. The values-driven team of Gatewood Wealth Solutions is motivated, caring, highly competent and personally fueled by character and integrity. I recommended GWS to friends and family - including my children - because their deep desire to help clients "give purpose to their wealth" gives us all the opportunity to better serve our families and communities. 9
- Dave M. (Corporate Executive)
My wife and I have had the benefit of working with John Gatewood for over thirty-five years. Initially, John worked with us planning our personal and business life insurance needs. As his service offerings expanded, we took advantage of his expertise to help us with our family's financial planning. We could not be more pleased than what we are with the plan the Gatewood Wealth Solutions team developed for us. The team members are well-trained, intelligent, friendly, enthusiastic, and very good listeners. We have two scheduled reviews of the plan every year with one of the principals and at least two other financial planner team members. We have no reservations in recommending GWS to family and friends, and we are delighted we have had with the thoughtful planning of Gatewood Wealth Solutions. 10
- Steve W. (Retired Business Owner)
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 assuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives. 11
- Dr. Boyd W. (Retired Corporate Executive)
1. This statement is a testimonial by a client of the financial professional as of 09/27/2023. 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.
2. This statement is a testimonial by a client of the financial professional as of 09/27/2023. 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.
3. This statement is a testimonial by a client of the financial professional as of 09/28/2023. 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.
4. This statement is a testimonial by a client of the financial professional as of 09/26/2023. 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.
5. This statement is a testimonial by a client of the financial professional as of 09/25/2023. 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.
6. This statement is a testimonial by a client of the financial professional as of 09/22/2023. 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.
7. 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.
8. 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.
9. This statement is a testimonial by a client of the financial professional as of 09/19/2023. 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.
10. This statement is a testimonial by a client of the financial professional as of 10/16/2023. 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.
11. 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.