Services Offered
Wealth Management
Personalized investment strategies and portfolio management to grow and protect your assets.
Retirement Planning
Comprehensive planning to help you achieve a secure and fulfilling retirement.
Estate Planning
Guidance on protecting and transferring your wealth to future generations.
Financial Advisory
Tailored advice and strategies to align with your personal and family financial goals.
Investment Management
Professional oversight of your investments, adapting to market changes to optimize returns.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
C
clarence hopf
via Google
5 months ago
I've been with Gatewood Wealth Solutions and its predecessor for 23 years as our financial advisors. They have over the years continued to perform above my expectations. They treat us as if we were part of their family. Extremely professional, and always well prepared when we have discussions or concerns. I've stayed with them over all these years not only because of how they have managed our portfolio, but one of the main reasons is their overall trust and commitment to me and my family.
A
Alex Tolervia Google
5 months ago
The Gatewood team has been exceptional to work with. They understand my family's personal and financial goals, and have helped us build a plan and make decisions that align with our goals. I would recommend them to anyone who wants to take their financial planning seriously.
T
Thomas Bonczekvia Google
about 2 years ago
Dan and his staff have always treated us as if we are a top priority to them. They have earned our total trust beyond handling our money very successful. Working with Dan we feel he and his team are friends not just a company. I look to them for advice and guidance for All of our needs. Gatewood has been and will be a big part of our families success.
B
Boyd Careyvia Google
about 2 years ago
We have a long relationship with Gatewood Wealth Solutions. It has evolved over the years right along with our family and financial planning needs. 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.
F
Frank Struemphvia Google
almost 4 years ago
GWS provides excellent all-around service and is by far the best financial advisory relationship we have ever had. Dan, Nina and the rest of our finance team not only do a great job in managing our retirement investments but also take the time to understand and help us achieve our retirement dreams. We no longer feel the need to monitor the market knowing that our financial team at GWS has it covered and is skillfully maneuvering our retirement investments as needed with the ups and downs of the market while keeping us informed along the way. Life is good 😀 and our friends at GWS do a great job in helping to keep it that way.
