Gatewood Wealth Solutions

50+
Downloads
Content rating
Everyone
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About this app

Gatewood Wealth Solutions: Guiding Your Wealth with Purpose.

At Gatewood Wealth Solutions, we are more than financial advisors - we are your lifelong partners in building, pursuing growth, and preserving your wealth. Our mission is to empower families, and businesses as they pursue financial clarity and confidence, allowing them to align their wealth with their purpose and legacy.

We specialize in delivering personalized financial planning, investment management, and comprehensive wealth advisory services tailored to the personal needs of high-net-worth individuals, entrepreneurs, and most importantly, families. With a firm-to-family approach, we want every client to benefit from the collective expertise of our dedicated team, creating a generational relationship built on trust and exceptional care.

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 www.gatewoodwealth.com, email info@gatewoodwealth.com or call us at 314-924-5100.
Updated on
Sep 9, 2024

Data safety

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

* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.