Gatewood Wealth Solutions

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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 confidence, 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.

🎉 Help us wish Micah Alsobrook a very happy birthday! 🎂Micah has become a driving force behind Gatewood's ESRP services,...
10/16/2026

🎉 Help us wish Micah Alsobrook a very happy birthday! 🎂

Micah has become a driving force behind Gatewood's ESRP services, and it's hard to overstate the impact he's had in helping that area of the firm grow. His depth of knowledge, strategic thinking, and commitment to serving clients make him a trusted resource for both the businesses we work with and the teammates around him.

Beyond his expertise, Micah is simply a great person to be around. He's someone people naturally gravitate toward for advice, encouragement, or a thoughtful perspective. Whether he's helping solve a challenge, sharing an idea, or just having a conversation, he brings a steady presence and genuine care for others.

When he's not helping clients or supporting retirement plan sponsors, you'll likely find him staying active, spending time outdoors, cheering on his favorite teams, or keeping up with his two kids, Everett and Jane.

Micah, thank you for all you do for Gatewood and the families and businesses we serve. We hope your birthday is filled with family, fun, and plenty of reasons to celebrate. Wishing you a fantastic day and a great year ahead! 🎈🎉

Concentration. Debt. Interest rates. An AI bubble. 😬 These are the four things everyone in the market is worried about r...
10/16/2026

Concentration. Debt. Interest rates. An AI bubble. 😬 These are the four things everyone in the market is worried about right now, so this month we took on all of them.

Chris Arends, our Chief Investment Officer, and Daniel Goeddel, Partner, go through each worry with the data. They cover the $20 billion headline that wasn’t, the Treasury vs. Google bond debate, and why the midterms might be the market’s biggest nothing burger. Then they ask the big question: what if everyone’s wrong?

📺 Watch now on YouTube: https://bit.ly/4jibvlM
🎧 Spotify: https://bit.ly/4jSddKQ
🍎 Or Apple Podcasts: https://apple.co/4ytXUvz

🎉 Today, we're celebrating 2 years of Calvin Racy at Gatewood!Since joining Gatewood, Calvin has become a valuable part ...
10/15/2026

🎉 Today, we're celebrating 2 years of Calvin Racy at Gatewood!

Since joining Gatewood, Calvin has become a valuable part of our investment team, bringing thoughtful analysis, fresh ideas, and a strong attention to detail. His work helps support our investment process and provides advisors with insights that ultimately benefit the families we serve.

What stands out most about Calvin is that he's always looking for ways to contribute. Whether he's researching investment ideas, exploring new technologies, or finding creative ways to equip advisors with better tools and information, he consistently brings fresh thinking and a collaborative spirit to the team.

Just as importantly, Calvin is always a pleasure to be around. His kindness, positive attitude, and easygoing nature make him someone teammates genuinely enjoy working with. Combined with his strong work ethic and willingness to jump in wherever needed, he's made a lasting impact in just two short years.

Calvin, thank you for your hard work, dedication, and commitment to excellence. We're grateful for everything you bring to Gatewood and excited to see what the future holds. Congratulations on this milestone! 👏

🎉 Help us wish Allison Laxton a very happy birthday! 🎂If you've spent any time at Gatewood, chances are you've experienc...
10/15/2026

🎉 Help us wish Allison Laxton a very happy birthday! 🎂

If you've spent any time at Gatewood, chances are you've experienced the impact Allison has had on your day without even realizing it. From keeping our offices organized and welcoming to making sure the details never fall through the cracks, she plays a huge role in helping everything run smoothly.

Whether she's coordinating team events, keeping both offices stocked and ready for the day, helping prepare for client visits, or handling the countless small tasks that keep things moving behind the scenes, Allison approaches everything with care and attention to detail. Her thoughtfulness and dedication make a difference for both our team and the families we serve.

Just as importantly, Allison brings warmth and positivity to the office each day. She has a way of making people feel welcome, supported, and valued, and that's something we're incredibly grateful for.

Allison, thank you for everything you do for Gatewood. We hope your birthday is filled with family, friends, and plenty of reasons to celebrate. Wishing you a fantastic day and a wonderful year ahead! 🎈🎉

💡 This week's Fast Financial Focus: What is a beneficiary deed—and how can it help you avoid probate?A beneficiary deed,...
10/14/2026

💡 This week's Fast Financial Focus: What is a beneficiary deed—and how can it help you avoid probate?

A beneficiary deed, also called a transfer-on-death deed, allows real estate to pass directly to a named beneficiary upon your death while you keep full control of the property during your lifetime. It's like putting someone's name on a gift box: ownership transfers when you're gone, without needing to open the box in court.

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

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 Ricky Zott at Gatewood! 🎉Since joining Gatewood, Ricky has become one of those teamma...
10/13/2026

Today, we're celebrating 1 year of Ricky Zott at Gatewood! 🎉

Since joining Gatewood, Ricky has become one of those teammates everyone turns to for insight, perspective, and thoughtful advice. His deep knowledge of financial markets, planning, and economics makes him an invaluable resource, and his ability to simplify complex topics has made a meaningful impact on both our clients and our team.

This past year has been especially exciting. Ricky successfully passed the CFP® exam and launched Ricky's Reality Check—our blog series dedicated to tackling the parts of the financial world nobody puts in the brochure. Whether he's writing, planning, or problem-solving, Ricky has a knack for making complex topics both engaging and easy to understand.

What makes Ricky truly special, though, is that he's always looking for ways to make Gatewood better. From sharing new ideas for our marketing efforts to helping teammates think through challenges, he's constantly finding ways to contribute beyond his role. Combined with his team-first attitude and genuine care for the people around him, it's no surprise he's someone everyone loves working with.

Ricky, thank you for everything you've brought to Gatewood over the last year. Congratulations on this milestone and on an incredible year of growth and accomplishment! 👏

Please join us in congratulating Joey Kritchell, CFP® on earning his CERTIFIED FINANCIAL PLANNER® certification!Becoming...
10/12/2026

Please join us in congratulating Joey Kritchell, CFP® on earning his CERTIFIED FINANCIAL PLANNER® certification!

Becoming a CFP® professional takes years of education, a rigorous exam, real-world experience, and a commitment to acting in clients' best interests. We're proud to have Joey bringing that expertise to the families we serve.

Congratulations, Joey!🎉

The divorce is final. So why does everything still feel unfinished? For many women, the weeks after a divorce bring a lo...
10/12/2026

The divorce is final. So why does everything still feel unfinished?

For many women, the weeks after a divorce bring a long list of questions and very little clarity about which ones matter right now. Whose name is on the accounts? Is the old beneficiary form still valid? What happens to the retirement savings, and what is it really worth?

Our updated guide from Christina Shockley, JD, CFP®, lays out what to handle first, what can wait, and one rule that catches even careful people off guard. It's written for women rebuilding after divorce, and for anyone quietly preparing for one.

Read the full guide: https://bit.ly/4z9BIrp

Learning never stops at Gatewood, and a few of our teammates recently passed some important licensing exams. Please join...
10/08/2026

Learning never stops at Gatewood, and a few of our teammates recently passed some important licensing exams. Please join us in congratulating:

👏 Liam Higgins on passing his Series 7 and Series 66 exams
👏 Ian Mueller on passing his Life & Health licensing exam and the SIE
👏 Tyler Barnes on passing his Life & Health licensing exam

Each of these took hours of study on top of a full workload, and we're proud of their commitment to growing so they can better serve our clients.

Congratulations, all!🎉

On this month's episode of Beyond the Advisor, Nina and Micah tackle a question we hear every time the headlines get lou...
10/08/2026

On this month's episode of Beyond the Advisor, Nina and Micah tackle a question we hear every time the headlines get loud: "How is all of this going to affect me?" 📉

Nina walks through Fortress Gatewood, our approach to protecting your portfolio during downturns. She covers how much cash to keep on hand in retirement, how our three buckets organize your assets, and what younger professionals should have in an emergency fund. They also talk about the emotional side of volatility, because it's real.

📺YouTube: https://bit.ly/3VxVgaq
Watch on Spotify: https://bit.ly/4hKE4pn
Or Apple Podcasts: https://apple.co/47JM5Gs

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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