Gatewood Wealth Solutions
50+
Downloads
Everyone
info
About this app
At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide you on their paths to financial freedom—all while holding ourselves to the highest fiduciary standards.
We believe keeping tabs on your financial life should be as easy as checking your smartphone. With this app, you can access your financial plan, investment performance and cash flow at any time, as well as directly message your advisors.
>>Current clients: Click “Get” to begin.
Note: This app is intended for use by current clients of Gatewood Wealth Solutions. If you’re not a current client but would like to learn more about our firm, please visit gatewoodwealth.com or email info@gatewoodwealth.com.
We believe keeping tabs on your financial life should be as easy as checking your smartphone. With this app, you can access your financial plan, investment performance and cash flow at any time, as well as directly message your advisors.
>>Current clients: Click “Get” to begin.
Note: This app is intended for use by current clients of Gatewood Wealth Solutions. If you’re not a current client but would like to learn more about our firm, please visit gatewoodwealth.com or email info@gatewoodwealth.com.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Messages, Photos and videos and 4 others
Data is encrypted in transit
You can request that data be deleted
What's new
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
