THE GUIDE APPROACH
TO FINANCIAL PLANNING
AND ADVISING
THE GUIDE APPROACH TO FINANCIAL PLANNING AND ADVISING
WHAT’S A
PERSONAL
FINANCIAL GUIDE?
At Gates Pass our approach is different than the big brokerage houses. Much more all-encompassing of your full financial picture, it includes both financial planning and investment management. We serve our clients in many ways.
WHAT’S A
PERSONAL FINANCIAL GUIDE?
At Gates Pass our approach is different than the big brokerage houses. Much more all-encompassing of your full financial picture, it includes both financial planning and investment management. We serve our clients in many ways.
WHAT’S A
PERSONAL FINANCIAL GUIDE?
At Gates Pass our approach is different than the big brokerage houses. Much more all-encompassing of your full financial picture, it includes both financial planning and investment management. We serve our clients in many ways.
YOUR NAVIGATOR
An experienced, detail-oriented guide to help you confidently navigate your financial life.
YOUR GOOD LISTENER
Always there. Taking the time to thoroughly understand your individual needs and concerns.
YOUR GO-TO
Trusted point of contact for all your questions and go-to hub of a broad network of skilled professionals for all financial specialties.
A CONFIDANT
Helping you with both sides of money – the personal and the technical.
A COMPLEXITY SPECIALIST
Having served many families and personally navigated difficult life transitions, we’re uniquely qualified to help clients facing complex events.
NOT A SALES PERSON
As your fiduciary, we don’t sell you on “our products”. Our independence means the flexibility to select from a wide assortment of investment solutions to serve your specific needs.
Having a trusted
guide can be the key
to getting the most
out of your journey.
Having a trusted
guide can be the key
to getting the most
out of your journey.
Having a trusted guide can be the key to getting the most out of your journey.
OUR INDEPENDENCE =
YOUR FREEDOM
We’re what’s called an “independent” financial advisory firm. Which means we’re not affiliated with any broker-dealer and don’t sell any “in-house” products to clients. We act as your fiduciary advisor, recommending investments from a broad spectrum of investment choices. As a fiduciary, we are duty bound to select the investments that we believe to be in your best interests.
OUR INDEPENDENCE =
YOUR FREEDOM
We’re what’s called an “independent” financial advisory firm. Which means we’re not affiliated with any broker-dealer and don’t sell any “in-house” products to clients. We act as your fiduciary advisor, recommending investments from a broad spectrum of investment choices. As a fiduciary, we are duty bound to select the investments that we believe to be in your best interests.
A FRIENDLIER, VALUE-FOCUSED FEE STRUCTURE.
Trusted Transparency is one of our Gates Pass Core Values. It’s very important to us that our clients have a clear understanding of where their money goes, how we get paid, and how it all works.
Unlike most of the big financial houses, we use what’s called a hybrid fee structure, made up of a smaller than average “assets under management” (AUM) fee, and a separate, flat fee directly tied to the personal, ongoing, hands-on financial planning and advising work we do with you.
A FRIENDLIER, VALUE-FOCUSED FEE STRUCTURE.
Trusted Transparency is one of our Gates Pass Core Values. It’s very important to us that our clients have a clear understanding of where their money goes, how we get paid, and how it all works.
Unlike most of the big financial houses, we use what’s called a hybrid fee structure, made up of a smaller than average “assets under management” (AUM) fee, and a separate, flat fee directly tied to the personal, ongoing, hands-on financial planning and advising work we do with you.
GETTING THERE
Financial Guidance for Your Life Journey
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READY TO GET THERE ?
We’d love to help you get on that peaceful path where your money is doing exactly what you want for your life.
READY TO
GET THERE ?
We’d love to help you get on that peaceful path where your money is doing exactly what you want for your life.
