SERVICES
SERVICES
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.
We can help you:
Fund Retirement
Applying strategies to help you fund retirement, transition to retirement or ensure adequate retirement income.
Fund Future Goal
Applying strategies to help you plan to fund a future purchase or accumulate funds for a particular goal.
Financial Position Planning
Applying cash flow management strategies to help you optimize resources available to help you reach your goals.
Investment Planning
Applying strategies to help optimize portfolio performance to reach future financial goals.
Income Tax Planning
Addressing the general tax considerations for financial services products, transactions and registrations (ownerships).
Employee Benefits Planning
Helping make decisions related to your employer-sponsored benefit plans.
Estate planning
Helping you prepare for passing wealth to your beneficiaries in an efficient manner.
Fund education
Applying strategies to help you fund the education of children, grandchildren or others. This may also include financial aid analysis.
Small business owner planning
Analysis of business cash flow, business valuation, business tax planning, business benefits planning and business transition.

Tax Preparation
Tax preparation is provided through our affiliated entity, Gateway Tax Advisors.