Gateway Financial Partners offers comprehensive financial planning and advisory services, helping clients prepare for life transitions and achieve financial confidence.
Gateway Financial Partners has been serving clients since 1994, offering personalized financial advice through honesty, integrity, and deep professional knowledge. The firm provides a wide array of services including investment management, retirement planning, estate & legacy planning, health & elder planning, special needs planning, and LGBT financial planning.
Advisors are either registered representatives with LPL Financial or investment advisor representatives of Gateway Wealth Partners, ensuring clients receive tailored advice without product bias. The firm emphasizes caring for clients and communities, maintaining long-term relationships with many clients for decades.
Personalized service
Bench of Life™ framework
Specialized planning for diverse communities
Services
Investment Management
A well-balanced and diversified investment plan tailored to individual client goals.
Income planningSocial Security optimizationTax-efficient strategies
Estate & Legacy Planning
Planning for the distribution of wealth and legacy.
Will and trust creationProbate avoidanceCharitable giving strategies
Health & Elder Planning
Planning for healthcare and elder care needs.
Long-term care insuranceMedicare planningAdvance directives
Special Needs Planning
Financial planning for individuals with special needs.
Government benefit preservationSpecial needs trustsFinancial education
LGBT Financial Planning
Financial planning tailored to the LGBT community.
Inheritance tax strategiesPartner benefits planningEstate planning for same-sex couples
Credentials & Certifications
Registered Representatives with LPL Financial
Investment Advisor Representatives of Gateway Wealth Partners
Reviews
Rating
5
★★★★★
Reviews
26
"His business knowledge and high-touch service is second to none!!!"
Frequently Asked Questions
What can a financial partner do for you? +
A financial partner can help build wealth, strengthen personal finances, manage wealth, protect wealth, distribute wealth, and plan for a confident retirement and legacy.
Why Gateway? +
Gateway strives to be the lead financial advisor through honesty, integrity, and deep professional knowledge, providing personalized service and confidence to clients throughout their Bench of Life™.
What is the Bench of Life™? +
The Bench of Life™ is a metaphorical framework representing different stages of life, guiding clients through financial preparation for each stage.
Contact Gateway Financial Partners | William J. Goldsmith, CFP®, CLU®
Gateway Financial Partners | William J. Goldsmith, CFP®, CLU®
5.0
