Gateway Financial Partners

05/14/2026

Most people don't realize that their tax return is one of the best financial planning tools they have. The key is knowing where to look.

Here are five things I look for when reviewing a return from an investment and tax planning lens:

• Where your investments are held and whether they're costing you more in taxes than they need to

• Whether income inside a trust is being taxed at rates higher than you'd expect

• How your charitable giving is structured and whether you're getting the full tax benefit

• Whether your estimated payments are too high or too low

• Whether your retirement income is making your Social Security taxable

When tax planning and investment management aren't happening under the same roof, opportunities can get missed.

So before you file your return away, consider getting a review. It could save you more than you'd expect.

Next week, I’ll share how we saved a client $16k...

Read more here:

Financial Blog 5 Things Your Tax Return is Telling You About Your Financial Picture Gateway Financial Partners

04/20/2026

Grateful for the recognition, and even more for the relationships behind it.

Financial Blog Newburyport’s Stu Steinberg Earns Five Star Wealth Manager Award Gateway Financial Partners

01/13/2026

Grateful for the opportunity to serve our business community and to be in such good company with a board full of respected local leaders. Excited for what's ahead!

⭐️ Join us in welcoming our new 2026/2027 Board of Directors ⭐️

Stu Steinberg | Gateway Financial Partners

Stu Steinberg, CFP®, CPA, MBA has always been drawn to numbers and strategy, long before his 30-year career in wealth and tax planning. As a kid, he was the one keeping score during neighborhood hockey and football games and mapping out strategy to win. That early instinct evolved into advising clients on generational financial planning, investment strategies, and philanthropic giving.

Clients value the way he models decisions with foresight and brings clarity to complex choices with a balanced approach that helps families prepare for life’s transitions rather than react to them.

Active in the community, he has served on several finance committees and is a familiar face around Newburyport, either behind his silent drum kit or walking the trails with his wife Kristine, three kids, and his dog, Coco.

11/20/2025

Thank you to everyone who joined us for our ribbon cutting + open house last week to officially welcome our new partnership with Gateway Financial Partners! Your support means the world. We’re excited for all the possibilities, and even more excited to continue growing as a team to best serve our clients and community.

A special thank you to the Greater Newburyport Chamber of Commerce and the City of Newburyport for celebrating with us. Photography by .

11/07/2025

I am very excited to officially announce my partnership with Gateway Financial Partners!

This partnership will expand our team's depth of resources and support available to clients while staying true to the culture and values that have always guided my practice.

I’m grateful for your support in this new chapter and cannot wait to see what we accomplish together!

Learn more here. https://bit.ly/43etQYc

09/19/2025

We had a great time at the Greater Newburyport Chamber of Commerce Annual Golf Classic this week with Kerry McMenamy, our Tax Director, Stu Steinberg, our Chief Wealth Coach, and Jim Healy, our Director of Wealth Planning. Always good to connect with the community both on and off the course. ⛳️

07/04/2025

Happy 4th from all of us at Eaglerock Wealth Management! Enjoy a fun and safe holiday with family and friends.

06/06/2025

Good times on the green a couple weeks ago with Brad Cohen, Mark Kilens, and Jimmy H, supporting the Newburyport Education Foundation Annual Golf Tournament. Not a bad finish either with a -9 par, just four strokes behind the winning team's -13!

05/29/2025

Thinking about selling an investment property?

A 1031 exchange could be worth exploring. It allows you to defer capital gains taxes by reinvesting in another property, helping you put more of your equity toward future investments.

It’s not a good fit for everyone, but in the right situation, it can provide significant tax advantages.

A 1031 exchange, named after Section 1031 of the U.S. Internal Revenue Code, is a strategic tool for deferring tax on capital gains. You can leverage it to sell an investment property and reinvest the proceeds in a new one, effectively postponing the tax liability. What Is a 1031 Exchange? A 1031

05/27/2025

Caring for a loved one is priceless, but managing their finances isn’t something most people prepare for.

What starts as helping with a few bills can quickly evolve into organizing accounts, untangling paperwork, and making tough financial decisions on their behalf. And most of the time, you're learning as you go.

This story captures the quiet weight of that responsibility, offering practical insights for those walking a similar path.

If you're helping aging parents manage their finances, know that you're not alone.

When providing care for an aging family member, there may come a time when they can no longer manage their finances. Learn how to broach the subject.