A complete list of active advisors currently associated with Gateway Wealth Management, LLC
Warmer can help you find a great advisor at Gateway Wealth Management, LLC or one who fits your needs even better.
Gateway Wealth Management, LLC is a small independent registered investment adviser serving individuals as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm provides ongoing portfolio management, financial planning and consultation (offered hourly or bundled into asset-management relationships), and can identify or retain sub‑advisers for managed accounts. Investment advice is tailored to each client’s stated objectives and risk tolerance and may be delivered on a discretionary or non‑discretionary basis. The firm’s investment toolbox includes asset allocation, dollar‑cost averaging, technical analysis, and long‑term purchase strategies, and it commonly recommends Charles Schwab for custody and may recommend BAM Advisor Services, LLC as a 3(38) manager for qualified plans while acting as a 3(21) fiduciary. A distinguishing feature is that the firm’s sole advisor is also a CPA affiliated with an accounting and consulting firm (Gateway Group, P.C.) and allocates roughly half of professional time to accounting and tax work, a structure that is uncommon among independent RIAs. The adviser manages approximately $37.6 million across about 44 client relationships, does not aggregate client orders into block trades, and participates in custodial programs that provide third‑party services and benefits through the recommended custodian.
To learn more about the advisors currently working at Gateway Wealth Management, LLC, 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 |
|---|---|---|
Guntersville, AL
| 16
|
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