Estate Planning That Honors Your Legacy

Estate planning is more than transferring assets—it’s planning your legacy so you know that your loved ones are cared for during your life and beyond.

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Honoring Your Legacy and Your Loved Ones

Estate planning can feel overwhelming due to its complexity and emotional weight. Many delay it, which can lead to uncertainty for loved ones. At Gatewood, we make the process simple and personal. Our team works with you to create a customized plan that aligns with your goals, so you have confidence that your assets are managed, your legacy is honored, and your family has a plan—no matter what the future holds.

Estate Planning that Equips You for Life’s Key Moments

Wills and Trusts

Have confidence that assets are distributed according to your wishes, plan for your family’s financial future, and mitigate probate-related complications.

Tax-Efficient Wealth Transfer

Implement strategies with the goal of reducing estate taxes and appropriate the transfer of wealth to your heirs, with the aim that more of your estate reaches those you care about.

Asset Preservation Strategies

Employ legal strategies to help preserve your estate from potential risks including lawsuits or creditors.

Charitable Giving Strategies

Aim to maximize the impact of your charitable contributions while leveraging your tax benefits through planned giving strategies that reflect your values.

Healthcare Directives & Powers of Attorney

Plan for your medical and financial decisions to be made according to your wishes, even if you’re unable to make those decisions yourself.1

What to Expect with Gatewood as Your Guide

Understanding Your Goals

We start by getting to know you and understanding your values, concerns, and the legacy you want to leave behind. This forms the foundation of your estate plan.

Tailoring Your Plan

Once we understand your goals, we create a customized estate plan that includes wills, trusts, and asset management strategies that best honor your wishes.

Ongoing Support and Adjustments

Life changes, and so should your plan. We provide ongoing support and regular updates so that your estate plan adapts to your evolving needs and remains aligned with your goals.

Testimonials

"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. "

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Dr. Boyd C.
Retired Corporate Executive 11.13.23

"My wife and I have had the benefit of working with John Gatewood for over thirty-five years. Initially, John worked with us planning our personal and business life insurance needs. As his service offerings expanded, we took advantage of his expertise to help us with our family's financial planning. We could not be more pleased than what we are with the plan the Gatewood Wealth Solutions team developed for us. The team members are well-trained, intelligent, friendly, enthusiastic, and very good listeners. We have two scheduled reviews of the plan every year with one of the principals and at least…"

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Steve W.
Retired Business Owner 10.16.23

"My wife and I have known and worked with John Gatewood and his team for nearly a decade.  The values-driven team of Gatewood Wealth Solutions is motivated, caring, highly competent and personally fueled by character and integrity.  I recommended GWS to friends and family - including my children - because their deep desire to help clients "give purpose to their wealth" gives us all the opportunity to better serve our families and communities."

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Dave M.
Corporate Executive 09.19.23

"Navigating the complexities of my corporate life was already a challenge, but when my husband passed away, it felt like an insurmountable mountain of emotions and paperwork. The team at Gatewood Wealth Solutions stepped in with compassion, efficiency, and expertise, guiding me through the entire estate settlement process. Their unwavering support made a world of difference during such a challenging time. I am profoundly grateful for all they've done and continue to do for me. Their services are truly unparalleled, and I wholeheartedly trust and recommend them."

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Carol S.
Corporate Executive 09.20.23

"My wife and I became a client of Gatewood Wealth Solutions twelve years ago on the recommendation of a friend who was also a GWS client, and I am very glad that we did. Until that time, I had managed our 401(k) and investments, but with retirement on the horizon, we felt it important to get professional help for retirement planning and investment management. The Gatewood team developed an integrated financial and retirement plan we refined together. It was based on information such as our current financial position, desired retirement date and lifestyle, anticipated job and retirement income, expenses, and…"

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Phil P.
Retired Corporate Executive 09.20.23

"I have worked with Gatewood Wealth Solutions since its inception and could not speak more highly of my experience. Gatewood Wealth Solutions provides comprehensive wealth management services for my family in a very sophisticated way. Their planning services are comprehensive and consider all assets of our family, not just what they manage. This is important for our family since we have a real estate business which must be considered in our planning. They also help us with our estate and tax planning each year. Their service is exceptional and is proactive and not reactive. I have referred members of my…"

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Tim M.
Partner/Attorney 09.22.23

"I’ve been with Gatewood Wealth Solutions and its predecessor for 21 years as our financial advisors. I first met John Gatewood in 2002 when I purchased a life insurance policy from him when he was with Northwestern Mutual. Shortly after having additional discussions with John, we started using them as our only financial advisors. They continued over the years to more than perform above my expectations and also started to bring in additional talent within their organization in order expand and meet client’s expectations. Since they’ve organized as Gatewood Wealth Solution and separated from Northwestern Mutual, they’ve continued to add…"

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Joe H.
Retired Corporate Executive 09.25.23

"I have been with Gatewood Wealth Solution for seven years, and I would highly recommend them for wealth management services.  They are a small but very efficient, effective, knowledgeable team that provides highly personalized, client-centered services.  If I didn't know better, I would think that I am their only client!  They have an excellent working relationship with a highly respected law firm that provides assistance with trusts and estate planning.  They also have an excellent working relationship with a tax accounting firm.  All of this so that all aspects of my financial planning needs are seamlessly coordinated. Their quarterly meetings…"

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Susan H.
Corporate Executive 09.26.23

"Gatewood Wealth Solutions has been one of our best decisions we have made in the last five years. I have met with numerous financial planners who’ve all come to me with similar ideas and recommendations that don’t seem to prove that they are thinking outside the box for me individually. But when Gatewood Wealth Solutions came to me with their plan it was strategically designed with so many aspects taken into consideration that I was surprised at how uniquely competent and professional they were. They brought me many ideas and recommendations that would not bring them profit. They brought me…"

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Scott & Johanna S.
Business Owners 09.28.23

"Gatewood Wealth Solutions gives me confidence that my retirement savings are being monitored and managed with MY best interest in mind. All of the staff is welcoming, friendly and respectful. They have comprehensive knowledge of long-term financial planning, estate planning and tax planning. I have been with Gatewood for many years and hope to be with them for many more years to come."

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Gary B.
Corporate Executive 09.27.23

"I have known John Gatewood, the founder of Gatewood Wealth Solutions, for many years. We became friends well before we talked about business, and it was a natural decision to turn to John for help with our affairs when I needed it because I had grown to know and trust him. It really is true that John and his team at Gatewood Wealth Solutions are completely focused on helping ordinary families like ours to become financially independent. The family part especially means something: One day my 20-something son called to ask if I thought our group would be willing to…"

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Steve K.
Retired Corporate Executive 09.27.23

Important Disclosures

1. LPL Financial and Gatewood Wealth Solutions do not provide legal services.

Testimonials 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

Gatewood is here to guide you through life’s most complex financial decisions with expertise and care. Fill out the form to request a free consultation with our team today.

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