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

We help the whole You.

Which means helping you with both sides of money – the Personal and the Technical – and all parts of your financial life – the Financial Planning and the Investment Management.

We don’t lock you in.

We don’t require you to bring us all your assets right up front. It’s all about building a relationship.

A Friendlier, Value-Focused Fee Structure

Our fee model is more transparent than a typical assets-under-management fee model, and more directly connected to the value we provide to you!

No Sales People

We don’t do “sales”. The first person you get to know here at Gates Pass is likely the very person that will be your financial guide.

A FEW KEY DIFFERENCES
ABOUT GATES PASS

We help the whole You.

Which means helping you with both sides of money – the Personal and the Technical – and all parts of your financial life – the Financial Planning and the Investment Management.

We don’t lock you in.

We don’t require you to bring us all your assets right up front. It’s all about building a relationship.

A Friendlier, Value-Focused Fee Structure

Our fee model is more transparent than a typical assets-under-management fee model, and more directly connected to the value we provide to you!

No Sales People

We don’t do “sales”. The first person you get to know here at Gates Pass is likely the very person that will be your financial guide.

A FEW KEY DIFFERENCES
ABOUT GATES PASS

We help the whole You.

Which means helping you with both sides of money – the Personal and the Technical – and all parts of your financial life – the Financial Planning and the Investment Management.

We don’t lock you in.

We don’t require you to bring us all your assets right up front. It’s all about building a relationship.

A Friendlier, Value-Focused Fee Structure

Our fee model is more transparent than a typical assets-under-management fee model, and more directly connected to the value we provide to you!

No Sales People

We don’t do “sales”. The first person you get to know here at Gates Pass is likely the very person that will be your financial guide.

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

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

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.

I was in a successful long-term marriage when my 56-year old husband, unexpectedly, was diagnosed with a serious heart ailment.  Over the next 3 years I witnessed both his resolve as well as his decline.

Concurrently I was in a long-term business partnership.  An entrepreneur at heart, I had been encouraged many times to launch my own firm. But at the time I was scared to take on that financial, managerial and regulatory responsibility.

On a Russian river cruise, my husband suffered a significant and ultimately fatal health emergency. The med-evac brought us home, he passed, and I was left alone.

Over the next 15 months, I made my own passage from fear to fulfillment. I realized that if I could make it through that experience, I could make it through anything. Life really was too short to spend it worrying about all that could go wrong. It was time to focus on what could really go right.  I learned you can master fear and enjoy a fulfilling, thriving and financially healthy life. And I was willing and ready to give my gifts, experience, skill — and heart — to my own new venture.

Let’s work together to co-create your own fulfillment,
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.

I was in a successful long-term marriage when my 56-year old husband, unexpectedly, was diagnosed with a serious heart ailment.  Over the next 3 years I witnessed both his resolve as well as his decline.

Concurrently I was in a long-term business partnership.  An entrepreneur at heart, I had been encouraged many times to launch my own firm. But at the time I was scared to take on that financial, managerial and regulatory responsibility.

On a Russian river cruise, my husband suffered a significant and ultimately fatal health emergency. The med-evac brought us home, he passed, and I was left alone.

Over the next 15 months, I made my own passage from fear to fulfillment. I realized that if I could make it through that experience, I could make it through anything. Life really was too short to spend it worrying about all that could go wrong. It was time to focus on what could really go right.  I learned you can master fear and enjoy a fulfilling, thriving and financially healthy life. And I was willing and ready to give my gifts, experience, skill — and heart — to my own new venture.

Let’s work together to co-create your own fulfillment,
no matter what life has dropped in your lap!

THE GATES PASS TEAM

Esther portrait

K. Esther Szabo, CFP®

Certified Financial Transitionist®
Founder and CEO

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Esther portrait

Erik Schei, CFA

Certified Financial Transitionist®
Associate Advisor

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Esther portrait

Hunter Gamuciello, CFA

Operations Manager

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YOUR GO-TO FINANCIAL SUPPORT TEAM

As your Personal Guide for all things financial, we constantly maintain a strong, collaborative relationship with a dynamic, broad-based team of specialists we can pull in to address any situation, no matter how complex. In fact, because of this uniquely adaptable Go-To Guide Approach, complexity is our specialty! 

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