A complete list of active advisors currently associated with Straitgate Financial L.L.C.

Warmer can help you find a great advisor at Straitgate Financial L.L.C. or one who fits your needs even better.

StraitGate Financial L.L.C. provides comprehensive financial planning and investment planning primarily for individual clients and couples, while also serving trusts, estates, charitable organizations, and corporations. The firm limits its planning to comprehensive engagements rather than isolated financial issues and operates on a fee-only basis. The firm’s advice is delivered through model portfolios and third‑party money managers on the AssetMark platform, using mutual funds, ETFs, stocks, and bonds to blend asset classes and manage portfolio risk. StraitGate reports that the assets it manages are non‑discretionary; clients direct account allocations and the adviser does not accept authority to place trades. Distinctive features include the firm’s primarily non‑discretionary asset base coupled with its role in selecting and introducing independent discretionary managers through AssetMark, which leaves execution authority with either the client or the third‑party managers. Clients receive regular written progress reports, in‑depth quarterly reviews and typically meet with the advisor about three times per year.

To learn more about the advisors currently working at Straitgate Financial L.L.C., 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
Keith Southwick	Northville, MI	15

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