Gateway Capital Management is an independent registered investment advisory firm based in Miami Florida. We offer our clients a comprehensive suite of financial services. As a CPA based financial advisor, our broad based experience allows us to provide our clients with a dynamic range of expertise unmatched by many of our competitors. Our goal is to provide truly independent impartial financial advise and ensure our clients feel confident and secure about their future. We have developed a strong reputation in the South Florida community by committing to our core values of honesty and integrity. We invite you to explore our firm and look forward to meeting with you.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Healthy habits are one of the greatest gifts to give your child.
Don't let procrastination keep you from pursuing your financial dreams and goals.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Good employee health can be great for the company’s bottom line.
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Even low inflation rates can pose a threat to investment returns.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?