Gatewood Wealth Solutions

Gatewood Wealth Solutions

Financial Services, St Louis, Missouri, United States, 11-50 Employees

gatewoodwealth.com

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Who is GATEWOOD WEALTH SOLUTIONS

At Gatewood Wealth Solutions, were committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we ...

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  • St Louis, Missouri, United States Headquarters: St Louis, Missouri, United States
  • 1981 Date Founded: 1981
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6799

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Gatewood Wealth Solutions Org Chart and Mapping

Employees

Brian Morris

Director of Human Resources / Controller

Cfa® Brian McGeehon

Partner | Chief Financial Officer | Wealth Advisor

Chris Arends

Chief Investment Officer

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Frequently Asked Questions Regarding Gatewood Wealth Solutions

Answer: Gatewood Wealth Solutions's headquarters are located at St Louis, Missouri, United States

Answer: Gatewood Wealth Solutions's phone number is +13*********

Answer: Gatewood Wealth Solutions's official website is https://gatewoodwealth.com

Answer: Gatewood Wealth Solutions's revenue is $10 Million to $25 Million

Answer: Gatewood Wealth Solutions's SIC: 6799

Answer: Gatewood Wealth Solutions has 11-50 employees

Answer: Gatewood Wealth Solutions is in Financial Services

Answer: Gatewood Wealth Solutions contact info: Phone number: +13********* Website: https://gatewoodwealth.com

Answer: At Gatewood Wealth Solutions, were 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 freedomall while holding ourselves to the highest fiduciary standards. We start with your vision for your familys 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 thats 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.

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