At Gateway Wealth Strategies, we believe wealth becomes significant when it enables you to enjoy what is important to you. Wealth management is about more than just managing money; it is about life and enabling you to live it to its fullest.
As such, planning must start with your life and work outward to create solutions that are unique to you. When you come to us, you will probably have an accumulation of different investments, insurance, debt, cash flow, and tax and estate plans, but we won’t know their conditions or if they align with your goals. In order to obtain an accurate financial picture and assess potential risks, we will act as your "personal CFO" to thoroughly analyze your wealth.
To make sure your wealth helps you to live purposefully, we’ve found the essential element in making wise decisions is clarity about your history, values, what is important and what you want to accomplish in the future. We believe when we work together to understand these things, we can implement unique strategies to enable you to successfully achieve your goals.
We then put a prioritized action plan in place to address your most pressing issues and needs. This prioritized action plan makes the most prudent use of time, lays the groundwork for our future work together, and provides you additional confidence and control over your finances.
Throughout our relationship, we will work with you to understand and translate this into meaningful tasks and strategies to enhance your life. We pledge to make our relationship together an educational and enjoyable experience for you, and will put as much of the work on our shoulders as possible.
An experienced, independent firm of financial planners, investment professionals and consultants working as a team – we are passionate about delivering expert advice, manageable planning and exceptional service to provide you financial confidence so you can focus on living a great life, and achieving your goals and dreams.
Excellence, then, is a state concerned with choice, lying in a mean, relative to us, this being determined by reason and in the way in which the man of practical wisdom would determine it.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gateway Wealth Strategies and the bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
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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.