At Gatewood Wealth Solutions, we're not just about preparing for the best; we're about being ready for the worst. Our approach to retirement income planning revolves around a core philosophy: keeping our clients "Bear Market Ready, but Bull Market Positioned." In this blog post, we'll delve into our robust methodology for cash management in retirement, highlighting the importance of cash reserves and strategic investment planning. https://hubs.la/Q02rkkDp0
Gatewood Wealth Solutions
Financial Services
St Louis, Missouri 2,329 followers
Wealth Management | Investments | Financial Planning
About us
At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide clients on their paths to financial freedom—all while holding ourselves to the highest fiduciary standards. We start with your vision for your family’s future. With your goals as our objective, we chart the appropriate course to help set you up for success. This involves a complex consideration of all aspects of your financial life, from income and estate tax planning to risk management. We run the numbers, weigh the appropriate level of risk and develop an appropriate plan that’s completely custom for you and your family. Then, we employ our time-tested investment approach, comprehensive and dynamic technology and financial behavior coaching to help ensure you stay on track toward reaching your goals. Disclosures: Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
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https://www.gatewoodwealth.com/
External link for Gatewood Wealth Solutions
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- St Louis, Missouri
- Type
- Privately Held
- Founded
- 1981
- Specialties
- Retirement Planning, Wealth Management, Financial Planning, Tax Planning, Education Planning, Charitable Giving, Insurance Planning, Income Tax Planning, Comprehensive Financial Planning, Comprehensive Wealth Planning, Financial Behavior Coaching, Integrated Enabling Technology, and Estate Planning
Locations
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Primary
Get directions
1401 S Brentwood Blvd
St Louis, Missouri 63144, US
Employees at Gatewood Wealth Solutions
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John Gatewood, CFP®, CLU®
Founder of Gatewood Wealth Solutions
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
Chief Executive Officer at Gatewood Wealth Solutions
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Brian McGeehon, CFA®
Co-Owner of Gatewood Wealth Solutions
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Jared Freese, CFP® , CEPA , ChFC®, CLU®
Private Client Care | High Net Worth | Wealth Advisor
Updates
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Today we meet our Marketing Associate, Chelsy Schulte 👋 In her position at GWS, Chelsy plays a vital role in shaping the firm's outreach strategies and brand positioning. Leveraging her diverse skills and experience, she crafts compelling marketing campaigns aimed at fostering new client engagement and driving business growth. Outside of work, Chelsy enjoys finding new hobbies. Whether it’s gaming, crafting, or creating trivia challenges for her friends, Chelsy is an enthusiast for friendly competition. Her close-knit circle of family and friends mean the world to her, and she cherishes time with her cat, Goose. Learn more about Chelsy here: https://hubs.la/Q02zb4bP0
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With the US Open happening this week in Pinehurts, N.C., we've turned our attention to golf. ⛳ In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life and vice versa may help you improve your game in both arenas. Here are three tips that may help you work toward success on and off the golf course. https://hubs.la/Q02z87H80
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#MotivationMonday during this time of transition from Spring to Summer.
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Let's meet our Partner, Chief Planning Officer & Wealth Advisor, Christina Shockley! Christina has been with GWS since 2011, and as Chief Planning Officer, Christina is responsible for designing and delivering bespoke client care services that provide top-tier comprehensive care for clients. Christina ensures that the firm’s Client Care team members are comprehensively trained and well-equipped to navigate these varying degrees of complexity. Learn more about Christina: https://hubs.la/Q02z7bJb0
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Culture is nuanced and can be hard to define. But, at its core, culture is the feeling you get walking into work each day. It is what motivates you, keeps you engaged, and empowers you to reach your personal and professional goals. At Gatewood Wealth Solutions, we are driven by culture. We fiercely defend it, because we want our people to truly enjoy coming to work. GWS is a place where you are happy, where you feel empowered and respected, and where you can positively impact colleagues and clients. Our employees drive our firm’s success and allow us to deliver excellent service to clients through our five pillars. Learn more: https://hubs.la/Q02z6Xw70
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Investing is not just about the numbers; it’s about understanding yourself. Two key factors to consider are one’s ability to take risks and the willingness to take risks. This blog aims to demystify these concepts, offering insights and a self-assessment tool to help you gauge your own risk profile. https://hubs.la/Q02z6X-n0
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Monday motivation from Nandina Morris. #Motivation #MondayMotivation
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Today, we get to know our Wealth Coordinator Manager, Melissa Sims! 😀 Currently, as Wealth Coordinator Manager, Melissa remains a vital contributor to the firm, overseeing the team responsible for the administrative facets of client accounts. Melissa’s wide-ranging skills and deep-seated dedication to client service play a crucial role in reinforcing the high-quality standards that define Gatewood Wealth Solutions. In her free time, Melissa enjoys relaxing by the lake in her home of Lake St. Louis. Other hobbies include making memories with her nieces and nephews, reading, and traveling. She’s also an ardent fan of the St. Louis Cardinals baseball team and can often be found at Busch Stadium cheering on her favorite team! Thanks for all you do, Melissa! https://hubs.la/Q02vF2Kw0
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