About Us

CREATING RELATIONSHIPS.
NOT GATHERING ASSETS.

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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.

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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!

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A FEW KEY
DIFFERENCES
ABOUT
GATES PASS
 

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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.

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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.

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WHY WE’RE HERE

OUR MISSION

 

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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

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Focus on the Individual

In order for us to help you get the most help out of the work we do together, we need to understand what you want your money to do for you.

 

OUR CORE VALUES

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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.

 

OUR CORE VALUES

circle 3Trustworthy 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.

 

OUR CORE VALUES

circle 4Open, Confidential Communication

We create a safe, comfy space that makes it easy to open up and have real conversations about money and life.

 

OUR CORE VALUES

circle 5Long-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.

bio-picI 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!

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THE GATES PASS TEAM

Certified Financial Transitionist®
Founder and CEO

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Certified Financial Transitionist®
Associate Advisor

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YOUR GO-TO FINANCIAL SUPPORT TEAM

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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!

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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.

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.