ABOUT
CLIENT FOCUSED FOR
MORE THAN 40 YEARS
Gatewood Wealth Solutions provides you with confidence, so you’ll reach your goals, your family will be taken care of, and you'll be empowered to live the life you want and leave a legacy.
The path to financial freedom is a journey, and we’re here to walk alongside you. We will help you stay the course even during turbulent times, and we offer integrated technology solutions to empower and enable you to track your progress toward your goals.
John Gatewood, CFP®, CLU®
Founder
OUR THREE PILLARS
COMPREHENSIVE WEALTH PLANNING
INTEGRATED ENABLING TECHNOLOGY
FINANCIAL BEHAVIOR
COACHING
COMPREHENSIVE WEALTH PLANNING
Mitigating risk is a big part of planning for future success. By taking a 360-degree view of your financial life, we help ensure that you will be covered from all angles—and then check in regularly to make sure you’re on track toward reaching your goals. Because we hold ourselves to a fiduciary standard, you can be confident that every decision we make is in your best interest.
Unlike our competitors that hide from transparency, our app, the GWS Portal, allows our clients to easily view their investment performance net of fees, their detailed benchmarks, and fees paid to our firm.
Wealth is inherently dependent on the choices we make. We provide financial behavior coaching to help you feel confident about your financial decisions, guiding you towards growing and preserving your wealth over time.
FACTS AND FIGURES
$1,000,494,267
in Advisor and Brokerage Assets Under Guidance (As of 1/1/24)
460+ Clients
in the United States
22 Employees
based in St. Louis, MO
Barron's Top 1,200
State by State
2022, 2023
>99% Client
Retention
2019-2024