Build Enduring Wealth With Purpose
Wealth is more than a number — it’s about what that number allows you to do. We are here to guide you through life’s most complex financial decisions. Through trusting relationships and unparalleled care, we provide families and business owners with a financial plans as they build enduring wealth with purpose.
.webp)
.webp)
750+1
Families in Our Care
441
States Served
$1.71B+1
Managed Assets
451
Years in Business
Important Disclosure: 1 Figures listed are as of 10/29/2026, including brokerage and advisory assets under management.
Who We Are
Our Planning Philosophy
Most firms run on the traditional model: one advisor to one client. At Gatewood Wealth Solutions, every family is a client of the entire firm — a difference we call Firm-to-Family®.
Our advisory teams work together with internal specialists across tax, employer-sponsored retirement plans, insurance and investments. This structure allows everyone working on your plan to coordinate seamlessly, all with the same priority in mind: your family and your legacy.
What We Do
Integrated Wealth Management
Most households end up with a financial life assembled from parts — an advisor at one firm, a CPA at another, an insurance agent who sold you a policy years ago that no one has reviewed since. Everyone working from an independent understanding of your goals.
At Gatewood, every service on this wheel is fully integrated and all works together like a symphony.
A change in one area of your plan is coordinated with all others because we know you, your family, your business, and all your specialized professionals work on the same team, with the same shared purpose.
Who You Work With
Your Client Care Team
We've developed a true ensemble structure in which all teams work under the same roof to care for our clients consistently and to the same standard. Every family and business we work with has a dedicated team of professionals, supported by specialists in tax, investments, and accounting.
-
Wealth Advisor
Relationship Accountable for the quality of your whole experience with the firm, and for the oversight of your plan.
Wealth Planner
Planning Builds and maintains the plan itself — cash flow, goal funding, insurance needs — and decides when to bring in a specialist.
Wealth Coordinator
Administration Puts decisions about your plan into motion including account changes, transfers, and the follow-up actions after each meeting.
-
Portfolio Manager
Strategy Sets the models your portfolio is built from and directs the firm's investment strategy as markets change.
Investment Analyst
Research Researches new holdings and monitors what you already own, flagging anything the committee needs to act on.
Investment Strategy Assistant
Execution Makes trades and changes across accounts, so a decision made this week isn't still sitting in a queue next month.
-
Plan Consultant
Design Curates plans around what you're trying to accomplish, educates your employees on their options and meets with them when they need extra support.
Plan Administrative Specialist
Oversight Handles the reviews, documentation, and fiduciary obligations that come with sponsoring a plan each year.
-
Tax Specialist
Strategy Informs the team and sets the strategy before the year closes, while there's still time to act on it.
Tax Associate
Filing Prepares the personal and business tax returns alongside the same team that shaped the strategy.
Accounting Specialist
Bookkeeping Provides hands-on bookkeeping, payroll support, and CFO services for business owners.
Wealth Advisor
Relationship Accountable for the quality of your whole experience with the firm, and for the oversight of your plan.
Wealth Planner
Planning Builds and maintains the plan itself — cash flow, goal funding, insurance needs — and decides when to bring in a specialist.
Wealth Coordinator
Administration Puts decisions about your plan into motion including account changes, transfers, and the follow-up actions after each meeting.
Portfolio Manager
Strategy Sets the models your portfolio is built from and directs the firm's investment strategy as markets change.
Investment Analyst
Research Researches new holdings and monitors what you already own, flagging anything the committee needs to act on.
Investment Strategy Assistant
Execution Makes trades and changes across accounts, so a decision made this week isn't still sitting in a queue next month.
Plan Consultant
Design Curates plans around what you're trying to accomplish, educates your employees on their options and meets with them when they need extra support.
Plan Administrative Specialist
Oversight Handles the reviews, documentation, and fiduciary obligations that come with sponsoring a plan each year.
Tax Specialist
Strategy Informs the team and sets the strategy before the year closes, while there's still time to act on it.
Tax Associate
Filing Prepares the personal and business tax returns alongside the same team that shaped the strategy.
Accounting Specialist
Bookkeeping Provides hands-on bookkeeping, payroll support, and CFO services for business owners.
What You Can Expect
Our Process at a Glance
We are process-driven, not product-driven. That means our new client onboarding is focused on getting to know you, not pushing products you don't need or a commitment that doesn't fit. Every family we care for moves through the same five steps — designed to educate you on our process and give us a clear picture of your goals.
-
Our first meeting is about getting to know you and what you're looking for in a wealth management relationship. This is an honest dialogue, and we tell you plainly whether we are the right firm to support you.
-
We gather the information to get a full picture of your finances and ask questions to learn about your family's goals. By the end of this meeting we'll have the data we need to build personalized recommendations.
-
We present our recommendations using live scenario modeling that lets you test strategies during the meeting and measure the gaps in your current plan, so you can make informed, confident decisions on how to proceed.
-
If you decide to move forward, we introduce you to your Client Care Team, walk you through the onboarding process, grant you access to your Gatewood Wealth Portal, and set expectations for your future meetings.
-
You and your family continue to meet with us at least once a year to review your plan, but throughout the year, you can schedule on-demand calls with our team for any questions or concerns that arise.
Before You Begin
Frequently Asked Questions
Gatewood Wealth Solutions is an privately owned wealth management firm based in St. Louis, Missouri.
We create integrated financial plans for families and business owners coordinating all aspect of wealth to serve their greater purpose under one roof.
Through a service model we call Firm-to-Family® — your family becomes a client of the entire firm rather than of one advisor. Using this approach, we're able to create plans that endure for generations.
Personal Wealth Management is for families building, safeguarding and transferring their wealth. The services include retirement planning, investment management, insurance management, cash management, tax planning and estate planning.
Business Wealth Management is for business owners who also carry a company's finances. The services include employer-sponsored retirement plans, CFO services, and business accounting.
Choosing to engage with us for both your business and your personal wealth allows us to manage your plans even more comprehensively.
Clients can engage with us for business and personal tax preparation for an additional fee.
Yes, we are held to a fiduciary standard on all of our advisory accounts as well as by our teammate's designations such as CFP® and CFA®.
Gatewood is compensated by an advisory fee calculated as a percentage of the assets we manage and billed quarterly.
Most firms pair one client with one advisor. At Gatewood your family is a client of the entire firm — a model we call Firm-to-Family® — so the specialists in tax, investments, insurance and retirement plans all work from the same plan.
Three things follow from that:
-
Your Client Care Team gives you continuity. When someone's role changes, your plan, your history and the specialists who built it stay in place.
-
Investment strategy is managed in house by CFA® Charterholders so you have direct access to the people making the decisions.
-
Tax strategy is set before the year closes, by teammates of the person who built your plan rather than by an outside firm.
Yes, though we currently have a waitlist for new tax clients.
Personal and Business Tax Preparation are handled by Gatewood Tax and Accounting, a separate legal entity but the same Gatewood team. It is billed separately from the advisory fee, and you will see the cost in writing before any work begins.
A conversation, not a pitch. We ask what you are trying to accomplish, explain how we work and what it costs, and answer whatever questions you want to ask. There is no cost and no obligation, and you will leave knowing whether we are the right firm for your family.
We do not have a hard asset minimum. We look at whether the planning work we do matches what your situation actually needs, and we will tell you honestly at the first meeting if it does not.
Built on Relationships
What Our Clients Say
“My wife and I moved to St. Louis four years ago and became Gatewood clients in 2024, on a referral from our daughter-in-law. Her father was an established attorney who had said good things about the team, and that recommendation was passed down to us. That introduction set an expectation, and the people there have matched it. We've met a lot of the team by now, and the impression has been consistent with every one of them…” Read more.
“A friend of a friend referred us to the team over 20 years ago, and we've been together ever since. My wife and I have changed jobs and time zones more than once, but they've been a constant through it all. Even when moving to different parts of the country, we always keep our ties to St. Louis wherever possible, and we appreciate the Midwestern values of Gatewood. The relationship we’ve developed over the years has built trust in the team that they are honest and always have our best interests in mind…” Read more.
“My husband and I began working with Brian in 2019 and have been very pleased with the level of service we’ve received ever since. Our client care team, Nina and Jake, have taken the time to truly listen to our goals and actively make adjustments to reflect our evolving needs over time. What I appreciate most is the combination of knowledgeable, focused guidance always delivered with genuine care and humility. We've been so impressed with their timeliness and attention that we've introduced them to our parents, siblings and adult children and now they are advising three generations of our family…” Read more.
“As a client of Gatewood for over 10 years now, I am very pleased with the experience I’ve had with my team. Whenever I have questions or need advice, they are always available with professional and helpful guidance. They really get to know their customers so that they can provide personalized service and are very responsive when I contact them and they do a great job managing my portfolio. I had a turning point in my life, and they were very helpful in analyzing financial impacts and helping to manage through it…” Read more.
“What has stood out most over our decade-long relationship with Gatewood is how genuinely they listen. Our advisor takes the time to understand our full financial picture and has made a point to build a relationship with my wife as well, so she feels comfortable working with the team whether I'm present or not. Having everything coordinated in one place, with great online tools at our disposal, has been invaluable. Our team is responsive whenever we have questions and has always followed through with care and professionalism…” Read more.
“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.” Read more.
Important Disclosure: The statements provided are testimonials by clients of the financial professional. The clients listed have 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. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Let's Build Your Wealth With Purpose
With expertise and care, we're here to build a personalized plan for wealth that instills confidence for all of life’s key moments. Schedule a conversation with our team today.