A complete list of active advisors currently associated with Gates Wealth Group
Warmer can help you find a great advisor at Gates Wealth Group or one who fits your needs even better.
The firm provides investment management, ongoing and project-based financial planning, tax preparation referrals, and educational seminars, and it also offers business valuation and business consulting services. Its clients include individuals and small businesses, and the firm indicates it also manages portfolios for institutional clients—an offering that is uncommon among independent solo advisers. Operating as a fee-only adviser, the firm provides discretionary portfolio management, held-away account reviews, and ongoing monitoring and rebalancing tied to clients’ goals, risk tolerance, and tax considerations. Its investment approach emphasizes passive strategies supplemented by tactical active adjustments, the selective use of outside managers, and occasional recommendations of alternative investments when suitable; accounts are reviewed on a quarterly basis by the firm’s CFP®-credentialed principal. Compared with peers, the firm’s combination of services is notable given its scale: it reports approximately $323,032 in assets under management and a roster of four clients, which is a much smaller client base than typical independents. The inclusion of institutional portfolio management, regularly offered educational seminars, and added services such as tax preparation referrals and business valuation/consulting further distinguish its service mix from most independent solo advisers.
To learn more about the advisors currently working at Gates Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Green Island, NY
| 7
|
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