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GWS Planning Services – Where Your Financial Dreams Become Our Mission

At Gatewood Wealth Solutions (GWS), we understand that financial planning is more than just numbers on a page; it's the roadmap to your dreams, security, and legacy. It's about the confidence that comes from knowing you're prepared for the future, the excitement of seeing your goals within reach, and the comfort of knowing you're not alone in this journey.

At Gatewood Wealth Solutions, we are committed to providing you with the highest level of personalized financial planning services. We believe in building a secure financial future for every client, no matter the size of your investment with us.

Why Our Planning is Invaluable:

Embarking on the path to financial freedom can be daunting, but with GWS, you're not just getting a service; you're gaining a partnership that cherishes your aspirations as much as you do. We charge a planning fee for accounts under $500,000 because the depth and breadth of our work necessitate it. This fee enables us to dedicate the necessary resources to craft a financial plan as unique as you are, ensuring we can operate at the highest standards of service and expertise. We invest in your future so that you can enjoy the present, secure in the knowledge that every aspect of your financial well-being is being meticulously managed.

Our commitment is to provide you with a personalized financial plan that includes retirement planning, insurance management, investment strategy, cash flow optimization, tax efficiency planning, estate planning, education funding, and debt management. These comprehensive services are designed to bring you closer to your financial goals, no matter the complexity of your needs.

Client Stories of Success:

Gatewood Wealth Solutions was founded in 1981, and since then, we have had the privilege of witnessing numerous success stories by being a steadfast guide and support for our clients during pivotal life events. We have navigated them through both challenging and prosperous times, tackled complexities, simplified matters, and stood by their side during moments of adversity and satisfaction.

Please click the link below to see profiles of clients we have served:

Investing in Your Financial Success:

Our fee structure is designed to reflect the value and expertise we bring to your financial life, especially for clients with account balances under $500,000. We have implemented a financial planning fee which is composed of a $3,000 upfront fee and a $1,500 annual fee for accounts below $200,000, and a $3,000 upfront one-time fee for accounts between $200,001 and $500,000.

Here are the key reasons why this fee model is beneficial for you:

Comprehensive Planning: We undertake an in-depth analysis of your financial situation, including retirement planning, investment management, and more, to create a plan that is as unique as your fingerprint.

Breadth of Expertise: Our team of Certified Financial Planning® professionals and other specialists is equipped to manage complex financial situations, offering advice on tax efficiency planning, estate planning, and other specialized areas.

Personalized Attention: Your dedicated Wealth Planner ensures that your individual needs are met with the utmost care and attention.

Continual Monitoring and Adjustment: Financial landscapes change, and so do your life circumstances. Our ongoing fee allows us to proactively adjust your financial plan to align with these changes, ensuring you remain on course to achieve your goals.

Resource Allocation: The fee ensures that our firm can continue to allocate the necessary resources and tools that facilitate the high-quality services you deserve.

A Fair Model: For accounts under $500,000, the cost of providing in-depth financial planning services can exceed the income from typical asset-based advisory fees. Our model allows us to offer these services at a break-even or a mild profit, maintaining the sustainability of our high-caliber advisory service.

Your Partner at Every Step:

We understand that fees are an important consideration. This is why we want to be upfront about the costs associated with managing your wealth. Your trust in us is paramount, and we strive to ensure that every dollar you invest in our services brings you value, security, and confidence your financial goals and dreams can be realized.

Our commitment to your financial well-being is unwavering, and we invite you to discuss with us how our comprehensive advisory services can make a difference in your life.

Thank you for your understanding and trust. We are here to help you navigate your financial journey with confidence and clarity.

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