CONTINGENT SUCCESSION SOLUTIONS

This page is intended for financial professionals only.

We understand how difficult it can be for to find the right home for your clients. We have developed a dedicated, systematized approach to the creation of a personalized contingent succession plan for your practice that has been honed from more than 20 years of experience managing these situations. Our goal is to make the process as seamless as possible for you and your clients, all on your timeline.

 

Just as you help clients conduct financial planning to prepare for premature death or disability, we can help you do the same for your family and your clients, so you can feel confident that they will be in good hands in the event of the unexpected. We can help you preserve your service legacy for your clients and capture the value of your practice for your surviving family and heirs.

 

RESOURCES FOR EVERY STEP OF THE WAY

 

Our in-house marketing team can support you with all the written and video resources you need to communicate your succession plan to your clients. Watch the video below for an example of a recent announcement we developed for Bill Chamberlin, founder of Chamberlin Financial Services, so that his clients could understand the value of his contingent succession plan.

"Partnering with GWS gave me peace of mind that if something happened to me, my clients would be left in good hands."

– Bill Chamberlin,

Chamberlin Financial Services

Client-Centered Approach

Clients will be delivered a personalized experience with large firm resources while receiving exceptional client service. Learn More >

Gatewood Wealth Solutions Highly Credentialed Team

Highly Credentialed Team

Our unique structure is designed to ensure that every client receives knowledgeable advice, responsive service, and frequent communications.  Learn More >

In-House Investment Management

Our approach is versatile and suitable for a broad range of investors, and client portfolios are integrated into a carefully constructed financial plan targeted toward their goals. Learn More >

Comprehensive Financial Planning

We have access to resources that accommodate a broad spectrum of clients' needs across a lifetime, supported by integrated technology and financial planning. Learn More >

CONTACT A GWS PARTNER

 

With a contingent succession plan that transitions your clients to us, you can be confident that they will be well cared for by our highly accredited team. Our average advisor age is under 40, so you’ll have peace of mind knowing that we can provide a continuity of care for many years and generations to come. Request a meeting with a GWS partner to learn more about our firm and our succession solutions, or visit our FAQ page for more information.

Daniel Goeddel, MBA

Partner | Chief Development Officer | Lead Advisor