At the core of your relationship with Gateway Capital Management is a coordinated approach to managing your wealth, providing you and your family the security that comes with knowing you have planned financially for every stage of your life.
Applying strategies to help you fund retirement, transition to retirement or ensure adequate retirement income.
Applying strategies to help you plan to fund a future purchase or accumulate funds for a particular goal.
Applying cash flow management strategies to help you optimize resources available to help you reach your goals.
Applying strategies to help optimize portfolio performance to reach future financial goals.
Addressing the general tax considerations for financial services products, transactions and registrations (ownerships).
Helping make decisions related to your employer-sponsored benefit plans.
Helping you prepare for passing wealth to your beneficiaries in an efficient manner.
Applying strategies to help you fund the education of children, grandchildren or others. This may also include financial aid analysis.
Analysis of business cash flow, business valuation, business tax planning, business benefits planning and business transition.
Tax preparation is provided through our affiliated entity, Gateway Tax Advisors.