Gatewood Wealth Solutions Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Gatewood Wealth Solutions operates in the financial services sector, offering personalized financial planning, investment management, and comprehensive wealth advisory services. The firm emphasizes a firm-to-family approach, aiming to create enduring relationships that align clients’ wealth with their purpose and legacy, particularly for high-net-worth individuals, entrepreneurs, and families seeking clarity and confidence in their financial decisions. Based in St. Louis, Missouri, the company positions itself as a partner in building, pursuing growth, and preserving wealth, with services designed to address complex financial needs through tailored guidance. The organization operates within a multi-disciplinary framework that includes associated tax and accounting services through a separate entity, reflecting a broader approach to wealth management while acknowledging regulatory and service limitations. A recent development noted is the association with LPL Financial for securities and advisory services, highlighting a formal framework for investment offerings while clarifying independence of tax and accounting services.

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