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.

Today we're celebrating a milestone for someone who has quickly become essential to how Gatewood runs — Allison Laxton i...
06/02/2026

Today we're celebrating a milestone for someone who has quickly become essential to how Gatewood runs — Allison Laxton is marking her first year with the firm!🎉

In just twelve months, Allison has made an impression significant enough to earn a promotion to Experience Ambassador, a role she fills with the same care and precision that defined her decade-plus career in special education. That background shows up every day in how she anticipates needs, manages details, and keeps the wheels turning behind the scenes.

As the first face our clients see when they walk through our doors, Allison sets the tone for every visit, greeting each person with warmth, professionalism, and genuine care.

Beyond the front desk, Allison keeps the office clean, organized, and well stocked — without her, this office wouldn't run like it does. She works hard to coordinate internal team events and lunches, and manages the thoughtful details that go into client visits, birthday cards, and the small gestures that make people feel valued. It's a quiet, consistent excellence that's felt by both clients and employees.

Allison, thank you for an incredible first year. We're so glad you're part of the Gatewood team and we can't wait to see all you'll accomplish in the years ahead!

Most clients walk into a financial review wanting to talk about returns. 📈The number that more often determines whether ...
06/01/2026

Most clients walk into a financial review wanting to talk about returns. 📈

The number that more often determines whether a plan actually holds up is the one almost no one asks about: cash flow.

A budget tells you where dollars went last month. A cash flow plan tells you where dollars need to be — and when — to support the life you're planning for. Those aren't the same thing, and the gap between them is where most plans quietly break down.

In our latest post, we walk through why this gap keeps showing up and how we structure cash flow differently at Gatewood.

Read the full post: https://bit.ly/4uDCOcI

💡 This week’s Fast Financial Focus: Should I pay off my mortgage—or when does it make sense?Paying off debt can feel lik...
05/27/2026

💡 This week’s Fast Financial Focus: Should I pay off my mortgage—or when does it make sense?

Paying off debt can feel like the obvious choice—but it’s not always that simple. Here’s why this decision often comes down to balancing liquidity, flexibility, and long-term financial goals.

Explore more financial insights on our blog: https://bit.ly/4tM4884

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.

At a recent men's group golf tournament — 70 guys, random pairings — our CFO, Brian McGeehon, got paired with someone he...
05/26/2026

At a recent men's group golf tournament — 70 guys, random pairings — our CFO, Brian McGeehon, got paired with someone he hadn't seen in years: his very first life insurance client.

Twenty years ago, when Brian was 20 years old and just getting started at Northwestern Mutual, this client took a chance on him with a small policy that cost about $50/month.

Somewhere around the third hole, Brian asked if he still had it.

The answer reframed how Brian thinks about the work we do — and what we mean when we talk about insurability, timing, and preserving options for the people you love (and the businesses you've built).

Read the full story: https://bit.ly/4cVBSKM

🎂 Wishing a very happy birthday to Mary Elizabeth!Mary Elizabeth joined Gatewood as a Wealth Planner this past September...
05/26/2026

🎂 Wishing a very happy birthday to Mary Elizabeth!

Mary Elizabeth joined Gatewood as a Wealth Planner this past September, and in that short stretch she's already become someone the team genuinely relies on — sharp, steady, and impossible not to like. Whether she's mapping out a plan with a client or working alongside our advisors behind the scenes, she brings real care and focus to everything she touches.

Outside the office, Mary Elizabeth and her husband have four kids, and family is at the heart of her world. She's someone who values keeping a strong work-life balance and continuing to grow — picking up new hobbies just as readily as she takes on new challenges in her career.

Happy birthday, Mary Elizabeth — we hope today is filled with the people and things you love most! 🎉

Is the market too far, too fast? In this month's Market Insights Broadcast, our CEO Aaron Tuttle and CIO Chris Arends br...
05/22/2026

Is the market too far, too fast? In this month's Market Insights Broadcast, our CEO Aaron Tuttle and CIO Chris Arends break down the sharp rally off the war lows, the narrow AI- and semiconductor-led move behind it, and the K-shaped economy splitting household experiences. They also tackle the midterms, a new Fed chair, oil and gold, and the big question on everyone's mind: are we in a bubble? 🎙️📊

📺Watch now on YouTube: https://bit.ly/3PtIMxT
Spotify: https://bit.ly/49I585y
Or Apple Podcasts: https://apple.co/49gmlD7

Please join us in celebrating Jerry on his 3-year anniversary with Gatewood! 🎉Jerry joined the firm in May 2023 as an in...
05/22/2026

Please join us in celebrating Jerry on his 3-year anniversary with Gatewood! 🎉

Jerry joined the firm in May 2023 as an intern and, in just three years, has grown into an essential contributor to our Investment Committee. His path here is a great example of what happens when curiosity, discipline, and a willingness to take ownership meet real opportunity.

On the Investment Committee, Jerry plays a key role in analyzing markets, evaluating strategy effectiveness, and translating research into action. From performance attribution tables to portfolio monitoring and the reports our team relies on, his work strengthens how we serve clients every day.

What stands out just as much as his technical depth is how he approaches the work — digging into details, asking thoughtful questions, and rolling up his sleeves on whatever the team needs. He's also become a connector for the firm, building relationships with fund companies, software providers, and financial institutions that broaden opportunities for our clients.

Jerry, thank you for the energy, intellect, and care you bring to your work every day. We're proud of how far you've come in three years, and even more excited about where you'll go from here. Congratulations! 🥂

We're honored and grateful to be recognized by LPL Financial as a 2026 Summit+ advisor, an elite distinction reserved fo...
05/21/2026

We're honored and grateful to be recognized by LPL Financial as a 2026 Summit+ advisor, an elite distinction reserved for the very top growth performers within the Summit level of the LPL Club Program*. Being named Summit+ places us among a select group of advisors leading the way in growth and excellence.

As markets continue to evolve, this recognition further fuels our mission to provide exceptional financial guidance to the families we serve. Looking forward to continuing our growth and deepening relationships with clients and their families for generations to come.

Upcoming office closure notice! 🚨Gatewood will be closed on Monday, May 25th in observance of Memorial Day. The market i...
05/21/2026

Upcoming office closure notice! 🚨

Gatewood will be closed on Monday, May 25th in observance of Memorial Day. The market is closed and so are we.

We will resume normal business hours on Tuesday, May 26th. If you are in need of assistance please contact our team before the end of day tomorrow.

Have a wonderful holiday weekend!

💡 This week’s Fast Financial Focus: What is retirement income diversification—and why does it matter?Relying on a single...
05/20/2026

💡 This week’s Fast Financial Focus: What is retirement income diversification—and why does it matter?

Relying on a single source of income in retirement can limit flexibility. Here’s why having multiple income streams can help support more confident financial decisions over time.

Explore more financial insights on our blog: https://bit.ly/3QcPxnK

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.

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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