CREATING RELATIONSHIPS.
NOT GATHERING ASSETS.
Unlike most financial advisory firms, we don’t measure our size by “Assets Under Management”. At Gates Pass, it’s all about personal, trusted relationships.
That’s why we don’t start off by requiring you to move all your assets over and lock them in with us. To us, that feels like proposing marriage on the first date!
CREATING RELATIONSHIPS.
NOT GATHERING ASSETS.
Unlike most financial advisory firms, we don’t measure our size by “Assets Under Management”. At Gates Pass, it’s all about personal, trusted relationships.
That’s why we don’t start off by requiring you to move all your assets over and lock them in with us. To us, that feels like proposing marriage on the first date!
CREATING RELATIONSHIPS.
NOT GATHERING ASSETS.
Unlike most financial advisory firms, we don’t measure our size by “Assets Under Management”. At Gates Pass, it’s all about personal, trusted relationships.
That’s why we don’t start off by requiring you to move all your assets over and lock them in with us. To us, that feels like proposing marriage on the first date!
A FEW KEY
DIFFERENCES
ABOUT
GATES PASS
A FEW KEY DIFFERENCES
ABOUT GATES PASS
A FEW KEY DIFFERENCES
ABOUT GATES PASS
WHY WE’RE HERE
OUR MISSION
To guide our clients past uncertainty and complexity, through challenging transitions, and help them get to that good place where their money is doing exactly what they want for their life.
OUR CORE VALUES
In order for us to help you get the most out of the work we do together, we need to understand what you want your money to do for you.
WHY WE’RE HERE
OUR MISSION
To guide our clients past uncertainty and complexity, through challenging transitions, and help them get to that good place where their money is doing exactly what they want for their life.
OUR CORE VALUES
In order for us to help you get the most out of the work we do together, we need to understand what you want your money to do for you.
WHY WE’RE HERE
OUR MISSION
To guide our clients past uncertainty and complexity, through challenging transitions, and help them get to that good place where their money is doing exactly what they want for their life.
OUR CORE VALUES
Focus on the Individual
In order for us to help you get the most out of the work we do together, we need to understand what you want your money to do for you.
Broad-based Technical Expertise
Each client situation is unique and the financial world is constantly changing. Therefore, we must constantly go over and above to be technical experts across the financial landscape.
Trustworthy Transparency
It’s important to us that all of our clients have a clear understanding of where their money goes, how we get paid, and how it all works.
Open, Confidential Communication
We create a safe, comfy space that makes it easy to open up and have real conversations about money and life.
Long-Term Partnership
Just like a great investment, the value of a great relationship increases over time. We’re there to guide our clients, now and for the long-term, through all life’s ups and downs.
GETTING THERE
How our unique approach to financial advising was born out of my own passage from fear to fulfillment.
Let’s work together to co-create your own fulfillment,
no matter what life has dropped in your lap!
no matter what life has dropped in your lap!
GETTING THERE
How our unique approach to financial advising was born out of my own passage from fear to fulfillment.
Let’s work together to co-create your own fulfillment,
no matter what life has dropped in your lap!
no matter what life has dropped in your lap!
THE GATES PASS TEAM
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.
