Gateway Wealth Strategies
Reach your goals Enjoy the journey

We believe rewards of wealth are twofold: a comfortable present and an even brighter future. So, we’re careful to never lose sight of everything you should be enjoying today.

The life you’re living now should be just as full as the one you’re pursuing. So, we focus our skill and energy on helping you strike a balance between the practice of planning wisely and the art of living well.

For more than 40 years, we’ve offered investment planning and wealth management services designed to help people enjoy their success even as they endeavor to achieve more. After all the hard work you’ve put into getting this far, you deserve to enjoy the journey into your future.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, and are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with the financial institution or the investment center.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA / SIPC

CFP® | Certified Financial Planner | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Photography by Lisa B. Shelley and Chris Beard, CFP