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Get There.

Past uncertainty and complexity.

Through major life transitions.

To that good place where your money is doing exactly what you want for your life.

Schedule a Complimentary Consultation

Get There.

Past uncertainty and complexity.

Through major life transitions.

To that good place where your money is doing exactly what you want for your life.

Schedule a Complimentary Consultation

THE GUIDE APPROACH
TO FINANCIAL PLANNING
AND ADVISING

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

Esther Headshot
Esther Headshot

“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

Esther Headshot

“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

LEARN MORE ABOUT OUR UNIQUE APPROACH
Esther Headshot

“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

LEARN MORE ABOUT OUR UNIQUE APPROACH

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

Gates Pass Advisor Erik Schei Passes CeFT Certification

June 22, 2022|

Since 2019, Associate Advisor Erik Schei has bridged the gap between customers and expert financial planning through effective communication. Erik started his career in investment management in 2006 and soon saw a need for trusted advisors who have the knowledge to manage investments but can [...]

VIDEO: Surviving Volatility

June 20, 2022|

When volatility increases, many investors become uncomfortable and may consider making changes to their investments. Anytime we have a significant concern, it is essential we take a step back and assess the situation with the proper perspective. Volatility, while uncomfortable, is a normal and natural [...]

SEE ALL GATES PASS POSTS

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CURRENT MARKET NEWS

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Helpful articles we’ve selected for you

MIND GAMES

Short, current market videos from a behavioral finance perspective

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.

Give Us a Call
Email Us

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.

Give Us a Call
Email Us
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