EARLY LESSON IN FINANCIAL PLANNING
Long before “comprehensive financial planning” was a common term, John Gatewood’s father developed his version with black paint and a Polaroid camera.
In Washington, D.C., John grew up in this environment, watching his father bring in clients—plus their bankers, accountants, and attorneys—for meetings. Together, the group would outline a strategic plan, which his father would draw out in chalk on the black wall. When the meeting was over, each party received a Polaroid photo of the project to execute his part. The approach was elegant in its simplicity, and it mirrors the comprehensive financial planning that is today’s financial planning standard.
John Gatewood, CFP®, CLU®
Founder | Chief Executive Officer
A LEGACY CONTINUED
We believe for clients to succeed, all their professional partners must pursue the same goals. Having learned this at a young age from his father, John Gatewood always knew he wanted to serve as a similar central point person for families. It’s why he founded Gatewood Wealth Solutions in 1981, and it’s the reason he is such a firm believer in acting as a “team leader” with clients’ other professionals.
Today, Gatewood Wealth Solutions is a team of 17 highly credentialed professionals united in our financial planning and wealth management approach. As financial advisors, we hold ourselves to a fiduciary standard and are committed to making all decisions in clients’ best interests. Using technology, financial behavior coaching, and an active investment strategy as tools, we help guide clients on their paths to financial freedom.
Based in St. Louis, GWS brings Midwest values and work ethic to our clients across the country. We offer various virtual solutions to serve our out-of-state clients and frequently travel to meet them in person. Currently, we have clients in a plethora of states across the United States, as you can see in our client map below.