Gatewood Wealth Solutions

Gatewood Wealth Solutions Gatewood understands that wealth is more than a number; it’s what that number allows you to do. Gatewood Wealth Solutions: Guiding Your Wealth with Purpose.

We're here to guide you through your most complex financial decisions with a plan for life’s key moments as you build enduring wealth with purpose. At Gatewood Wealth Solutions, we are more than financial advisors - we are your lifelong partners in building, pursuing growth, and preserving your wealth. Our mission is to empower families, and businesses as they pursue financial clarity and confiden

ce, allowing them to align their wealth with their purpose and legacy. We specialize in delivering personalized financial planning, investment management, and comprehensive wealth advisory services tailored to the personal needs of high-net-worth individuals, entrepreneurs, and most importantly, families. With a firm-to-family approach, we want every client to benefit from the collective expertise of our dedicated team, creating a generational relationship built on trust and exceptional care. Why Choose Gatewood Wealth Solutions? We Employ Comprehensive Financial Strategies: From retirement and tax-efficient planning to legacy and philanthropic giving, we guide you through every stage of your financial journey. Client-Centric Approach:
We take time to deeply understand your aspirations, translating them into actionable strategies that reflect your values and goals. Excellent Team:
Our highly decorated team of experienced professionals bring decades of experience, advanced designations, and a shared commitment to your success. Holistic Care:
We manage the complexities of wealth, providing customized solutions so you can focus on what matters most. Our Promise:
As your family advisor, we are dedicated to navigating the intricacies of your lifelong financial goals, helping you make informed decisions with your legacy top-of-mind. Whether you're building, preserving, or transitioning your wealth, we’re here to provide clarity and confidence every step of the way. Explore how Gatewood Wealth Solutions can help you build your wealth with purpose. Visit us at gatewoodwealth.com or contact us directly to start your journey today. www.gatewoodwealth.com
[email protected]
314-924-5100

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Upcoming office closure notice! 🚨 Gatewood will be closed on Monday, September 7th in observance of Labor Day. The marke...
09/03/2026

Upcoming office closure notice! 🚨 Gatewood will be closed on Monday, September 7th in observance of Labor Day. The market is closed and so are we. We will resume normal business hours on Tuesday, September 8th. If you are in need of assistance please contact our team before end of day on Friday, September 4th. Have a wonderful holiday weekend!

On this month's episode of Beyond the Advisor, Nina Breen sits down with John Gatewood, CFP®, CLU®, Founder and Director...
09/03/2026

On this month's episode of Beyond the Advisor, Nina Breen sits down with John Gatewood, CFP®, CLU®, Founder and Director of Advisor Development, to talk about his new book — and his argument that after 45 years in the business, the thing that determines whether a client relationship works has almost nothing to do with financial knowledge.

They get into why the industry trains advisors on what to know and not on how to communicate, why information alone has never changed anyone's behavior, and how the structure of a client meeting determines whether the client is actually in the room.

Get your copy of The Listening Advisor: https://bit.ly/4h29c4F
📺 Watch now on YouTube: https://bit.ly/3UxfUXE
Spotify: https://bit.ly/4x7wqel
Or Apple Podcasts: https://apple.co/4y9wc7w

💡 This week's Fast Financial Focus: Is Your Life Insurance Policy Still the Right Fit?Life insurance needs can change ov...
09/02/2026

💡 This week's Fast Financial Focus: Is Your Life Insurance Policy Still the Right Fit?

Life insurance needs can change over time—what made sense when your kids were young or your mortgage was large might not reflect your current financial picture, goals, or obligations. Think of life insurance like a winter coat: what kept you warm years ago may now be too bulky or not warm enough, and you don't want to find that out in a storm.

Explore more financial insights on our blog: https://bit.ly/4i4Lshc

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

This is a hypothetical example and is not representative of any specific investment. Your results may vary.

Today, we're celebrating 1 year of Monica McDaniel at Gatewood! 🎉In just one year, Monica has made an incredible impact ...
09/01/2026

Today, we're celebrating 1 year of Monica McDaniel at Gatewood! 🎉

In just one year, Monica has made an incredible impact on our firm. As Director of Gatewood Tax & Accounting, she has played a key role in building and leading this new service line, helping create a strong foundation for both our team and the clients we serve.

While her expertise and leadership have been instrumental to our success, it's her approach to working with others that makes Monica truly special. She has a unique ability to bring clarity to complex situations, encourage those around her, and keep everyone moving forward with confidence. Her kindness, patience, and willingness to share her knowledge have made a lasting impression across the firm.

Monica, thank you for an incredible first year at Gatewood. We're grateful for your leadership, expertise, and the positive impact you've had on our team. Congratulations on this milestone, and we're excited for everything still ahead! 👏

Today, we're celebrating 1 year of Mary Elizabeth Blythe at Gatewood! 🎉In just one year, Mary Elizabeth has made a lasti...
09/01/2026

Today, we're celebrating 1 year of Mary Elizabeth Blythe at Gatewood! 🎉

In just one year, Mary Elizabeth has made a lasting impression on our team and the families we serve. Her thoughtful approach, commitment to helping clients navigate important financial decisions, and genuine care for others have made her an invaluable part of Gatewood.

What truly sets Mary Elizabeth apart is the joy she brings to those around her. She's always quick with a smile, a word of encouragement, or a positive perspective. Her warmth, professionalism, and dedication make her someone clients trust and teammates love working alongside.
Whether she's helping clients build confidence in their financial future, cheering on one of her four children in their many activities, or finding new ways to grow personally and professionally, Mary Elizabeth approaches life with enthusiasm and purpose.

Mary Elizabeth, thank you for an incredible first year at Gatewood. We're grateful for the positivity, care, and hard work you bring to our team each day, and we look forward to all that's ahead. Congratulations on this milestone! 👏

Loyalty is a virtue. Misplaced loyalty is expensive. Most families stay with an advisor for years without ever stepping ...
08/31/2026

Loyalty is a virtue. Misplaced loyalty is expensive.

Most families stay with an advisor for years without ever stepping back to ask whether the relationship still fits where their life has gone. There is usually no single moment that forces the question, so it just does not get asked.

Dan Goeddel wrote down ten signs worth watching for. A few will be familiar. At least one will probably make you want to pull up your last statement.

If three or more hit home, the piece ends with what we would suggest doing about it, and it is not what most people expect.

Read more: https://bit.ly/4wEyhaE

We're proud to join Brinkmann Constructors as a 2026 Signature Sponsor of the March of Dimes Signature Chefs Auction, su...
08/28/2026

We're proud to join Brinkmann Constructors as a 2026 Signature Sponsor of the March of Dimes Signature Chefs Auction, supporting the health of moms and babies across our region. Special thanks to our Chairman, Christina Shockley, for bringing this work to our team. See you in September!

Join us in wishing Dan Goeddel a very Happy Birthday! 🎂If you've spent any time around Dan, you know there's never a sho...
08/28/2026

Join us in wishing Dan Goeddel a very Happy Birthday! 🎂

If you've spent any time around Dan, you know there's never a shortage of big ideas, interesting conversations, or enthusiasm for what's possible. He's one of the most passionate people you'll ever meet when it comes to growth, culture, and helping Gatewood reach its potential, and that energy has a way of inspiring the people around him.

Dan is equal parts visionary, strategist, and entertainer. He has a unique ability to challenge conventional thinking, spark new ideas, and get people excited about what's ahead. He consistently brings a level of creativity and conviction that's unmistakably Dan.

Dan, thank you for being unapologetically yourself and for making Gatewood a more interesting place because of it. We hope your birthday is filled with plenty of laughs and an opportunity to celebrate with the people who matter most. Happy Birthday! 🎈🎉

💡 This week's Fast Financial Focus: What Is a Bunching Strategy for Charitable Gifts—and When Should You Use It?Bunching...
08/26/2026

💡 This week's Fast Financial Focus: What Is a Bunching Strategy for Charitable Gifts—and When Should You Use It?

Bunching is the practice of consolidating multiple years of charitable giving into one year to exceed the standard deduction and maximize tax savings, letting you itemize in high-giving years and take the standard deduction in others. It's like buying in bulk at Costco: you spend more at once, but the savings stack up and last you longer.

Explore more financial insights on our blog: https://bit.ly/4bbFOWr

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

This is a hypothetical example and is not representative of any specific investment. Your results may vary.

Introducing Ricky's Reality Check, our new segment where Ricky takes on the parts of the financial world nobody puts in ...
08/24/2026

Introducing Ricky's Reality Check, our new segment where Ricky takes on the parts of the financial world nobody puts in the brochure.

Last time it was why a whole generation stopped believing the math would ever work in their favor. This time it is the videos you have almost certainly seen. Nice desk, good lighting, houseplants that somehow all look thriving, and a confident explanation of exactly what you should do with your retirement account. No fee, no paperwork, no awkward first meeting.

The appeal is easy to understand. What is harder to explain is why so many people act on that advice while fully aware the person giving it has never heard their name.

Ricky gets into what is actually going on there, what regulators found when they went looking, and a quick gut check worth using before you take money advice from anyone online.

Read more: https://www.gatewoodwealth.com/blog-content/the-trust-paradox-why-a-generation-chose-tiktok-over-fiduciaries/

Address

1401 S. Brentwood Boulevard , Suite 400
St. Louis, MO
63144

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13149245100

Website

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