Our Approach

THE GUIDE APPROACH
IS FOR A CERTAIN KIND OF PERSON.

When money is important to you, but your

financial security is about more than just

money.

Certain1.jpg
Certain2.jpg

When what you really want is to be

responsible to the money you have, be able

to make the right decisions, and feel good

about them. Without having to become an

expert.

When you just want someone you can trust,

amidst an ever-changing life full of

uncertainties.

Certain3.jpg
Certain4.jpg

Someone to keep you informed, make it

easy, help you get to that good place where

life is good, and the journey is the

destination.

THAT’S WHEN A FINANCIAL GUIDE IS THE WAY TO GO.

WHAT’S DIFFERENT ABOUT OUR APPROACH?

ApproachFlagTag2.png

HOW IT WORKS

AdobeStock_346148067_Preview-e1636562737640-261x300.jpeg

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.