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.
An experienced, detail-oriented guide to help you confidently navigate your financial life.
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.
Having served many families and personally navigated difficult life transitions, we're uniquely qualified to help clients facing complex events.
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.
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.
An experienced, detail-oriented guide to help you confidently navigate your financial life.
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.
Having served many families and personally navigated difficult life transitions, we're uniquely qualified to help clients facing complex events.
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.
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
The Financial Good Place Podcast
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Just when it seemed like the world was coming out [...]
Chaotic Markets, Economic Uncertainty, and Some Good News
Wednesday June 22nd 11:00am PST | 45 minutes When the [...]
Regarding HENRYs: Getting Your Assets in Order
Have you heard about HENRYs? An acronym for “High Earners, [...]
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.
