Getting There


Celebrating Your Financial Freedoms

Celebrating Financial Freedoms

Pausing on the eve of Independence Day, we want to express our gratitude for living in a free nation with the freedom and right to pursue happiness, as established in the Declaration of Independence.  And to further express appreciation to the many individuals who sacrificed much, even their own lives, so we can enjoy these freedoms today.

There are no guarantees, but we have a say over how our lives go…if we choose wisely.  The principle of sacrifice and the opportunity for freedom can align with more financially desirable outcomes if we take the time to really consider what we want to accomplish and what we are willing to do to get there.

Long-Term Partnership

While the financial services industry tends to focus only on investments, we’re here to help you navigate all parts of your financial life. 

We do not focus first on gathering (your) assets.  Our first focus is on you and where you would like to go, and how developing your plan will help us support your getting there as efficiently as possible, with the financial tools available.

We value the strong, collaborative relationships we build and maintain, incorporating other disciplines as needed.  With this approach, we’re able to build customized solutions, inclusive of an investment plan, to suit your unique financial situation and goals, no matter how complex.

Gates Pass Advisors Freedom Focus

  1. Freedom for you to be heard about who you are and where you want to go.
  2. Freedom for you to feel confident in your financial decisions.
  3. Freedom to customize an investment strategy to your preferences and goals.
  4. Freedom to help you get to that good place where life is good, and your money is doing exactly what you want for your life and the future of your family.

This requires wise decision-making across a myriad of life, market, and economic environments.  It is not easy making the requisite sacrifices and using our freedoms to make the best decisions, but that is what Gates Pass Advisors is here for; to ensure your financial decision-making is in line with your personal plan of success and give you the freedom to live your best life.

Gates Pass Advisors