D. Gates Wealth Management

06/23/2026

Are you curious what it's like to work with us? Check out our reviews on Google. Here's one...

06/21/2026

Happy Father's Day to the dads, grandfathers, and father figures who lead with love, wisdom, and hard work every day.

06/19/2026

What does financial confidence look like?

Maybe it's traveling more.

Maybe it's spending time with family.

Or maybe it's simply enjoying a quiet morning without worrying about money.

A financial plan should support the life you want to live.

Give us a call. We're happy to help. 239-424-8305.



Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

06/18/2026

Retirement sounds amazing, right?

Though, sometimes, the first year can be full of changes you didn't expect. In this Quick Tips Video, Danielle talks about what to expect in your first year of retirement.

06/17/2026

The first year of retirement can bring emotional, financial, and lifestyle adjustments. Learn what many retirees experience and how thoughtful planning can help create confidence, purpose, and balance in this next chapter.

Retirement is more than leaving a career behind. Discover what many people experience during their first year of retirement, from adjusting routines and spending habits to finding purpose, confidence, and balance in this new stage of life.

06/16/2026

Get to Know The DGWM Team... meet Tina!

Tina is the newest hire at D. Gates Wealth Management, in the role of Client Service Associate.

Tina is from Dearborn, Michigan originally, but in Florida for 26 years now, running from the frigid snow!

When Tina is not working, she loves to spend time at "Fleury's On The Beach" ... walking for fitness and admiring nature. She also enjoys spending time with her sons (pictured).

One thing you might not know about Tina is that she's been an artist in SWFL for 26 years, adorning our area with beautiful murals and other incredible pieces of art.

Welcome to the team, Tina! Please give Tina a warm welcome!

06/15/2026

What a wonderful evening at our Client Appreciation Event at Kitchen Social!

We are grateful for the opportunity to spend time with many of the incredible people we have the privilege of serving. Events like these remind us that financial planning is about more than numbers. It's about relationships, trust, and helping people pursue the life they want to live.

To all of our clients, whether you joined us for this event or not, thank you for your continued confidence and trust. We truly appreciate you.

Be sure to keep an eye out for future client events, educational webinars, and opportunities to connect throughout the year. We look forward to seeing you soon!

06/15/2026

Baby J looks great in the office!

When he's not giving the cutest smiles to clients, he is expanding his palette, noshing on sardines and beans.

Baby J has the most adorable expressions, and quite the head of hair! Don't touch it though... he works very hard to get his 'do looking just right, and doesn't want anyone touching it!

06/11/2026

Before taking money out of your business, you should ask yourself a few important questions. Watch this Quick Tips Video to find out what those questions are.

06/10/2026

Before taking money out of your business, it’s important to consider cash flow, taxes, retirement planning, and long-term goals. Here are five smart questions business owners should ask before making distributions.

Taking money out of your business involves more than simply transferring funds. Learn key questions business owners should consider regarding cash flow, taxes, retirement planning, and long-term financial strategy before making distributions.