Gatewood Wealth Solutions

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

Let's say hello to a familiar face for many of us: Dan Goeddel! Dan is a Partner, Chief Operating Officer and Wealth Advisor for GWS. As Chief Operations Officer, Dan boosts the firm’s productivity, maintains high operational standards, and safeguards profitability while skillfully navigating the intricacies of risk management and compliance. Every initiative Dan undertakes aligns with his steadfast dedication to delivering exceptional client experience. A proud native of St. Louis, Dan is deeply committed to the revitalization of the St. louis Metropolitan Area. He actively contributes to the community through his roles on CNB St. Louis Bank’s professional board and the Child Advocacy Center of Northeast Missouri's board. Dan also volunteers his time at Loyola Academy of St. Louis, teaching financial literacy to youth each fall. Thanks for all you do, Dan! https://hubs.la/Q02vDZ_J0

Can you see yourself working for GWS? Good news: we're hiring! At Gatewood Wealth Solutions, we are driven by purpose. We are giving purpose to the industry, our clients, and our employees. When you join us, you become part of an elite team of highly credentialed professionals who are united in financial planning and wealth management to put our clients' futures first. Find our current open positions, and apply, at https://hubs.la/Q02vF1H80

Stubborn Inflation: Are We Heading to a Soft Landing?   Join us today at 3:30 PM CT for a special edition of the Monthly Market Insights from Gatewood Wealth Solutions featuring our Chief Executive Officer, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, and Chief Investment Officer, Chris Arends, CFA, CMT, CAIA.   Click the link below to join the premiere on YouTube!

At Gatewood Wealth Solutions (GWS), we understand that financial planning is more than just numbers on a page; it's the roadmap to your dreams, security, and legacy. It's about the confidence that comes from knowing you're prepared for the future, the excitement of seeing your goals within reach, and the comfort of knowing you're not alone in this journey. Learn more about how your financial dreams become our mission! https://hubs.la/Q02vD-0r0

#MondayMotivation from U.S. President Teddy Roosevelt

Today in our team spotlight series, we highlight Kansas City native Clay Feldman! Clay’s professional journey at Gatewood Wealth Solutions began in client services. He quickly broadened his role into strategic and scalable operations. He collaborates with all departments to develop, brand, and implement the signature GWS Process. A significant aspect of his position is to ensure that GWS constantly integrates and leverages the industry’s premier, cutting-edge technology. Clay currently resides in Denver, where he enjoys his activities such as soccer, golf, skiing, hiking, and traveling. Here's more information about Clay: https://hubs.la/Q02vDZc50

Did you know that we have a YouTube channel? On there, you'll find our Monthly Market Insights videos, where Chris Arends and Aaron Tuttle walk you through essential market updates. Check out our YouTube channel here, and make sure to subscribe! https://hubs.la/Q02vDZhJ0

Mothers are busy people, which means saving and investing for the future can often take the back burner to more urgent priorities. Not only that, but the stock market can seem risky. Below, we’ll discuss three key tips that can help mothers clarify and work toward their financial goals. https://hubs.la/Q02whcx60

Say hello to one of our wealth planners, Nina Breen! 👋 Nina joined the GWS team in 2019. She is a Certified Financial Planner ®(CFP®) professional, a designation that demonstrates her proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. She also holds her RICP® designation which stands for Retirement Income Certified Professional (RICP). The term refers to a financial professional who specializes in retirement income planning. Nina maintains her Series 7 & 66 securities registrations with LPL Financial, as well as her Life, Health, and Long-Term Care insurance licenses. We're so happy to have you, Nina! 😀 Learn more about Nina here: https://hubs.la/Q02vHZPN0