Supporting your grandkids shouldn't come at the cost of your own comfort in retirement. Considering contributing to a 529 plan for their college education, or making them your life insurance beneficiary. You can also write them into your will, or set up a trust fund to handle the doling out of assets.
About us
Gateway Wealth Management is an independent financial firm providing comprehensive financial planning and wealth management services to individuals, families and businesses. We work with our clients to design and implement a customized financial plan that is specifically tailored to help meet their unique needs. We are dedicated to helping our clients make intelligent decisions about their financial lives. Our coordinated team approach and proprietary financial management tools provide the superior service and analysis that leads to confident and informed decision making. Gateway Wealth Management has been committed to maintaining high ethical standards while developing and implementing sound financial planning principals. Our goal has always remained the same: to take a high-integrity approach to wealth management, while providing our clients with exceptional and personalized service. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Gateway Wealth Management, 320 Boston Post Road Suite 180-257 Darien, CT 06820, 914-296-4151. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
- Website
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http://www.gatewaywealthmgmt.com/
External link for Gateway Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Darien, Connecticut
- Type
- Privately Held
Locations
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Primary
Get directions
320 Boston Post Road
Suite 180-257
Darien, Connecticut 06820, US
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Get directions
2953 Sandringham Place
Sarasota, Florida 34235, US
Employees at Gateway Wealth Management
Updates
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Medicare open enrollment window is from Oct. 15 to Dec. 7. Here's what to know for this year, including Medicare vs. Medicare Advantage plans and how to know when the timing is right for you.
Medicare Open Enrollment Guide
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Index funds are a great way to match the performance of the market. So why do so many investors end up falling short?
Messing Up the Closest Thing to a Sure Thing in the Stock Market
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Albert Einstein reportedly called it the 8th wonder of the world, and Warren Buffett used it to create massive wealth. Investors can utilize its power for themselves.
Warren Buffett’s Secret Formula For Wealth Creation
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Stabilizing portfolio performance, even if it means temporarily lagging during major market rallies, can lead to higher wealth accumulation over the long term.
Navigating Market Volatility: Strategies For Long-Term Investors
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New IRS rules clarify the distribution requirements for inherited accounts. A few strategies can help you save on taxes.
You Inherited an IRA. Here’s How to Avoid a Huge Tax Bill.
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New rules promote Roth treatment of workers’ investments and ease some RMD burdens, among other things.
Changes in Retirement Savings Rules to Know Before Year’s End
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Deterioration of the body is inevitable as we age. But there are things you can do that will keep you healthier longer.
How We Are Trying to Increase the Odds of Having a Healthy Retirement
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Providing for a disabled children requires careful planning, Among other things, the government imposes tough income limits if the children want to retain key government benefits.
Kids With Special Needs Deserve Benefits. A Trust Protects Them.
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What a relief. Federal Reserve Chair Jerome Powell didn’t say much on Wednesday. But he did manage to mention that an interest-rate cut will be on the table in September.
Fed Points to Possible September Interest-Rate Cut. What Comes After That.
advisorstream.com