Clients at Gateway Capital Management
Gateway Capital Management provides full-service, customized portfolio and wealth management services to high-net-worth individuals who value personalized, high-touch service and hands-off financial management. Our financial services cover all stages of life, from young families to those approaching retirement. Gateway’s $500,000 investment portfolio minimum enables us to implement high-performing, tailored financial strategies to help you meet your goals.
Our clients are looking for:
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Fiduciary Investment Portfolio Management
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Management of current 401K at custodian level
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Retirement Income Planning
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Holistic Retirement & Financial Planning
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Estate & Legacy Planning
Minimum Requirements:
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Suggested $500,000 portfolio minimum
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$250,000 401(k) minimum
Fiduciary Investment Portfolio Management
Gateway Capital Management views all our clients as unique and believes each client’s portfolio should reflect that individuality. As a result, we never use “cookie-cutter” investment strategies, building each client’s portfolio from the ground up to align with their specific goals and lifestyle. Our core-satellite investment strategy provides both nimble and tactical oversight with a clear, long-term vision, always aiming for risk-adjusted growth that directly supports your aspirations. As a fiduciary advisor, Gateways’ interests are fully aligned with yours, incentivizing us to grow the value of your portfolio. Unlike the big broker-dealers, we are not allowed to accept commissions or kickbacks from the investment solutions we offer our clients – just another way Gateway Capital Management looks out for your best interests.
Holistic Retirement & Financial Planning
Holistic, strategic, financial planning is what we do best at Gateway Capital Management. Our clients come from all walks and stages of life in need of personalized financial management and advice to protect what they’ve worked so hard to achieve. Our Holistic Financial Planning service provides a comprehensive approach to managing your financial life, combining all of our services into one. With an integrated investment strategy, retirement plan, tax optimization, risk management, and estate & legacy planning, we provide a plan that aligns with your ever-changing stages of life.
Each financial plan is unique and dynamic, a living document that is reviewed during each portfolio meeting to ensure we remain aligned with your goals. Using Gateway’s proprietary planning software, we quantify your probability of success and run real-time “what if” scenarios to evaluate potential outcomes, mitigate risk, and provide peace of mind. Our Holistic clients have 24/7 access to their personalized plan through our secure app, allowing them to track portfolio progress and explore their own scenarios at any time.
401(k) Management
Managing your personal investment portfolio and 401(k) separately often leads to reduced tax efficiency and an incomplete view of your overall wealth. Gateway Capital Management’s unique 401K management service allows us to access your 401(k) plan and manage it directly at its current custodian. This allows us to holistically manage your employer-sponsored retirement accounts according to your managed personalized financial plan. Having the complete picture allows us to plan efficiently, helping to reduce taxable income and maximize the benefits of investment, surpassing your goals and reaching retirement sooner.
Retirement Income Planning
Without a plan, it’s hard to envision the future. Retirement income planning with Gateway Capital Management allows you to turn your hard-earned savings into a reliable source of retirement income. The team at Gateway Capital Management evaluates your Social Security options, current investment portfolios, pensions, 401(k) plans, and other income sources to build a personalized income plan that supports your lifestyle while maintaining future growth. With a focus on minimizing taxes and avoiding sequence-of-returns risk, we aim for a sustainable and predictable retirement income that coincides with your long-term goals and maybe some fun in between.
Estate & Legacy Planning
Creating a clear plan for the future can significantly reduce the burden on your loved ones after you’re gone. At Gateway Capital Management, we’re here to help preserve your family’s wealth and transfer it across generations in an efficient and stress-free manner. Our estate and legacy planning strategies are designed to ensure your wealth and assets are passed on exactly as you wish, while working to minimize taxes and avoid probate costs. We serve as your financial “quarterback,” coordinating directly with your estate planning attorney or, if needed, connecting you with one of our trusted and experienced estate planning partners.
Where We Operate:
Gateway Capital Management is based in the Phoenix Metropolitan area and serves clients throughout the United States, providing tailor-made portfolio solutions to meet the demands of each client’s lifestyle. Our team of advisors travels nationwide to provide the best financial services possible. Gateway Capital Management currently serves clients in Arizona, Texas, Colorado, Utah, and many other US states. Contact us today to see if you might be a fit for personalized financial advisory through Gateway Capital Management.