Gatewood Wealth Solutions
1401 South Brentwood Boulevard, Brentwood, MO 63144
Location & Phone number
1401 S Brentwood Blvd Ste 400, Brentwood, MO 63144, United States
About the Business
Gatewood Wealth Solutions is a finance institution located at 1401 South Brentwood Boulevard in Brentwood, Missouri, United States. Our team believes in providing integrity, advocacy, and care to our clients, ensuring that they receive the best financial guidance possible. We are dedicated to helping families become financially self-reliant and giving purpose to their money.
With a 360-degree view of your financial life, we work diligently to mitigate risk and monitor your progress towards your goals. Our GWS Portal app allows clients to easily track their investment performance, benchmarks, and fees paid to our firm, promoting transparency and trust.
We offer financial behavior coaching to help clients make confident decisions and grow their wealth over time. Our services include the GWS Planning Foundation for portfolio management and informative resources such as "Four Baseball Money Lessons" and "Life Insurance in Business Continuity."
At Gatewood Wealth Solutions, we are committed to providing unparalleled care and support to our clients, ensuring that they receive the highest level of service at all times. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact us at our Brentwood location to learn more about how we can help you achieve your financial goals.
Photos
Hours open
Monday:
8:30 AM - 4:00 PM
Tuesday:
8:30 AM - 4:00 PM
Wednesday:
8:30 AM - 4:00 PM
Thursday:
8:30 AM - 4:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"Brian, Cole, Nina, John, Mo... and the list goes on. We are very pleased with our move to Gatewood Wealth Solutions and would recommend them to friends and family. They provide results and service that have reinforced our move here. The people all have exceeded our expectations, and we are confident our future is in good hands."
"This is the best investment advisor that my wife and I have ever had. We like all details of planning they do, particularly at our age and condition. They are always available to help us in any way, and we couldn't be happier."
"GATEWOOD WEALTH SOLUTIONS has been wonderful to work with. Moved my retirement accounts from Fidelity to Gatewood about five years ago and have been very happy since."
"I have a client for several years and have always been well advised and informed about the financial strategies this team brings to bear in my financial future. I have strong confidence in their abilities to weather economic storms and still return positive results, year after year."
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