Plan competently. Transition confidently.
Gateway Wealth Management
704-362-8200
704-362-8211
855-333-1710
6100 Fairview Road
9th Floor
Charlotte, NC 28210
What is our top priority at Gateway Wealth Management? Helping our clients—a select group of successful families, entrepreneurs and corporate executives achieve the goals that matter most. How do we do it? Through sophisticated wealth management and strategic exit and transition planning, we help you navigate the financial maze that often comes with major life change—from the investment and liquidity challenges of transferring ownership of your privately held company to divorce and retirement.
As a team that includes a CERTIFIED FINANCIAL PlANNER™, Certified Exit Planning Advisor, Certified Divorce Financial Analyst®, Chartered Retirement Planning CounselorSM and Certified Investment Management Analyst®, our competence, experience and network of experts run deep. We look forward to delivering the advice you need to transition confidently and to make well-informed decisions for your business, your family and your future.
Advice for your evolving life and wealth
We believe that when it comes to helping you make important decisions about your current and long-term financial well-being, planning should always be our starting point. We have the insight and experience to guide you as you undertake each important milestone throughout your lifetime.
Business sale and succession
The decision to exit your business is never an easy one. That’s why we encourage our clients to bring us into these discussions early on, given the complexity of the transition and the dynamics and emotions that may affect your choices. Our priority is to access all of the resources you may need to pursue your wealth planning, liquidity and legacy goals, whether you are looking to transition your business to family members, business partners, your employees, strategic or financial buyers, or charity.
Divorce and separation
Financial planning is key to helping you navigate the financial and legal hurdles during the difficult periods of separation and divorce. Our team’s Certified Divorce Financial Anaylst can help you:
- Determine cash flow and income needs
- Assess pensions and retirement plans
- Clarify the tax consequences of different settlement proposals
Multigenerational plannning and wealth transfer
You want the next generation to have enough to do anything they choose, but how much is too much? Will your children accept the financial responsibility you’ve given them? We can help you find the answer to those questions.
Retirement income planning
These days retirement doesn’t mean “old.” UBS research tells us that 9 in 10 working investors under 65 believe they will go through multiple distinct phases of retirement, which, together, may last as long as 30 years. Over time, your income needs will likely change, particularly during the later years when healthcare expenses could escalate.
Executive wealth strategies
Many of our clients are senior executives who work for public firms. They frequently have a number of planning needs that result from significant stock awards. Our team can help you navigate highly concentrated positions or restricted securities that may be subject to Rule 144.
Whether you’re managing a restricted stock award, executing stock options or selling shares within a corporate window, our objective is to simplify the process and ultimately your financial life.
Our process and what we deliver to our clients
Our perspectives
Insights