Past uncertainty and complexity.
through major life transitions.
To that good place where your money is doing
exactly what you want for your life.
THE GUIDE APPROACH TO FINANCIAL PLANNING AND ADVISING
“I specialize in helping families – and women in particular – navigate the many complicated financial realities of life today. I give my clients the confidence to detach from headline anxiety, focus on the fundamentals and big picture, and get crystal clear on their own financial path and strategy.”
— K. Esther Szabo, CFP® and CeFT®, Gates Pass Founder and Chief Financial Guide
“I work with successful professionals and high-earning families navigating a transition into real money responsibilities, by helping them understand their options and use the tools available to meet their goals.”
— Erik Schei, CFA and CeFT®, Gates Pass Financial Guide
ADJUSTING TO A NEW AFTER-DIVORCE LIFE CAN BE HARD
Get this FREE After Divorce Guide packed with valuable information to help you understand the financial implications of your divorce and how to find the right financial advisor for your needs.
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.
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.
YOUR GOOD LISTENER
Always there. Taking the time to thoroughly understand your individual needs and concerns.
Trusted point of contact for all your questions and go-to hub of a broad network of skilled professionals for all financial specialties.
Helping you with both sides of money – the personal and the technical.
YOUR COMPLEXITY SPECIALIST
Having served many families and personally navigated difficult life transitions, we’re uniquely qualified to help clients facing complex events.
An experienced, detail-oriented guide to help you confidently navigate your financial life.
Having a trusted
guide can be the key
to getting the most
out of your journey.
OUR INDEPENDENCE =
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.
Financial Guidance for Your Life Journey
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Copyright © 2022 Gates Pass Advisors
Gates Pass Advisors, LLC is an investment advisor registered with the State of California. Investment advice is only offered in jurisdictions where we are registered, exempt, or excluded from such requirements and this website should not be construed as a solicitation to provide advisory services in any other jurisdictions.
The information, opinions, statements, and links (collectively, “Content”) appearing on this website or contained in the “Getting There Podcast” (“Podcast”) have been obtained from or are based upon information obtained from sources which we believe to be reliable, however, we do not warrant or guarantee the timeliness or accuracy of any such information. The Content appearing on this website and in the Podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions and statements expressed by any guest on the Podcast are solely their own opinions, and do not necessarily reflect the firm’s views. The appearance of any guest on the Podcast should not be construed as an endorsement or testimonial with respect to our firm, our personnel, or our advisory services. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear.