Gatewood Wealth Solutions

Gatewood Wealth Solutions Gatewood understands that wealth is more than a number; it’s what that number allows you to do. Gatewood Wealth Solutions: Guiding Your Wealth with Purpose.

We're here to guide you through your most complex financial decisions with a plan for life’s key moments as you build enduring wealth with purpose. At Gatewood Wealth Solutions, we are more than financial advisors - we are your lifelong partners in building, pursuing growth, and preserving your wealth. Our mission is to empower families, and businesses as they pursue financial clarity and confiden

ce, allowing them to align their wealth with their purpose and legacy. We specialize in delivering personalized financial planning, investment management, and comprehensive wealth advisory services tailored to the personal needs of high-net-worth individuals, entrepreneurs, and most importantly, families. With a firm-to-family approach, we want every client to benefit from the collective expertise of our dedicated team, creating a generational relationship built on trust and exceptional care. Why Choose Gatewood Wealth Solutions? We Employ Comprehensive Financial Strategies: From retirement and tax-efficient planning to legacy and philanthropic giving, we guide you through every stage of your financial journey. Client-Centric Approach:
We take time to deeply understand your aspirations, translating them into actionable strategies that reflect your values and goals. Excellent Team:
Our highly decorated team of experienced professionals bring decades of experience, advanced designations, and a shared commitment to your success. Holistic Care:
We manage the complexities of wealth, providing customized solutions so you can focus on what matters most. Our Promise:
As your family advisor, we are dedicated to navigating the intricacies of your lifelong financial goals, helping you make informed decisions with your legacy top-of-mind. Whether you're building, preserving, or transitioning your wealth, we’re here to provide clarity and confidence every step of the way. Explore how Gatewood Wealth Solutions can help you build your wealth with purpose. Visit us at gatewoodwealth.com or contact us directly to start your journey today. www.gatewoodwealth.com
[email protected]
314-924-5100

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Please join us in welcoming Michael Kritchell to the Gatewood team as a Financial Planning Intern!Michael joins Gatewood...
06/23/2026

Please join us in welcoming Michael Kritchell to the Gatewood team as a Financial Planning Intern!

Michael joins Gatewood Wealth Solutions as a Financial Planning Intern this summer. He recently graduated from the University of Missouri and is pursuing his MBA through Mizzou's Accelerated Crosby Program. He brings experience from three summers at The Meador Law Firm, along with strong leadership roots from his time as Recruitment Chairman for Phi Delta Theta and a Head Liaison for Mizzou Homecoming.

When he's not working, Michael is a big sports fan who loves following Mizzou and St. Louis teams and getting out on the golf course. We're so glad to have him on board!

Get to know Michael: https://bit.ly/4oM72sc

You probably heard last year that the federal estate tax exemption rose to $15 million per person. A lot of Illinois fam...
06/22/2026

You probably heard last year that the federal estate tax exemption rose to $15 million per person. A lot of Illinois families saw that, assumed they were in the clear, and moved on.

It isn't new news. But in Illinois, the story didn't end with the federal change, and many families are sitting on an assumption that's worth a second look.

Our newest article explains what often gets overlooked and what's worth reviewing this year, even if your plan already feels buttoned up.

Learn more here: https://bit.ly/4x3xyB9

🎂 Today we get to celebrate one of the people at the very heart of Gatewood — happy birthday, Christina Shockley! 🎉Few p...
06/21/2026

🎂 Today we get to celebrate one of the people at the very heart of Gatewood — happy birthday, Christina Shockley! 🎉

Few people give as much of themselves to the people and work they love as Christina does. Between guiding our team as Chairman & CPO, raising two sets of twin daughters, and giving back through efforts like Cardinals Wives-for-Wishes, she shows up wholeheartedly in every corner of her life, for everyone around her.

This past year made that impossible to miss. Christina was named #13 on AdvisorHub's Top 200 Women Advisors to Watch in 2026 — a nationwide honor that reflects exactly what her clients experience every day: deep expertise, tireless advocacy, and a standard of care she never stops raising.

And in the midst of it all, she launched our new Gatewood Tax & Accounting service line to bring even more value to the families we serve. It was a demanding season, but through every bit of it, Christina kept a smile on her face. The truth is, Gatewood simply wouldn't be what it is without her.

Happy birthday, Christina! Thank you for everything you pour into this team and the families we serve. Here's to a wonderful year ahead. 🥳

Please help us in wishing Brandon Laxton a very happy birthday!🎉If you've worked alongside Brandon, you know he has a ra...
06/21/2026

Please help us in wishing Brandon Laxton a very happy birthday!🎉

If you've worked alongside Brandon, you know he has a rare gift for keeping things light. His wit and humor have a way of brightening the day for everyone around him — and that same warmth is exactly what makes clients feel so at ease working with him.

It's that combination of sharp planning skill and genuine personality that makes Brandon such a valued part of our team. He brings care and thoughtfulness to every plan, and a sense of fun to every conversation along the way. This year, he also stepped into a new arena as a blog writer — kicking things off with the debut of his Tax with Lax blog, a clear and approachable take on tax topics that we can't wait to see more of.

Have a great birthday, Brandon! Thanks for the laughs, the expertise, and everything you bring to this team — here's to a great year ahead. 🥳

On this month's Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, is joined by Danie...
06/19/2026

On this month's Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, is joined by Daniel Goeddel, MBA, Partner and Chief Operating Officer, to break down the SpaceX IPO everyone's talking about — and what it really signals about AI, private markets, and where a bet like that belongs in your portfolio. They also dig into why a strong jobs report rattled markets, what a new Fed chair could mean for interest rates, and whether the AI boom is starting to look like a bubble (the data might surprise you).

📺 Watch now on YouTube: https://bit.ly/4ej2CWj
Spotify: https://bit.ly/3Qblv4h
Or Apple Podcasts: https://apple.co/4endUY4

💡 This week's Fast Financial Focus: What is scenario planning—and how does it help you prepare for uncertainty?The best ...
06/17/2026

💡 This week's Fast Financial Focus: What is scenario planning—and how does it help you prepare for uncertainty?

The best financial plans aren't built for the best case. Here's how stress-testing your plan against real-world "what ifs" builds long-term resilience.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

This is a hypothetical example and is not representative of any specific investment. Your results may vary.

When markets get loud, most people look at one account — the investment account — and ask what they should do with it. T...
06/15/2026

When markets get loud, most people look at one account — the investment account — and ask what they should do with it. That framing is the trap.

Cash position, tax windows, and planning rhythm often matter more than the portfolio decision itself during volatility. A coordinated plan turns a drawdown into a tax-loss harvest, a Roth conversion window, and a gifting opportunity at the same time. An uncoordinated one turns it into a panicked sell.

In our latest post, we walk through how to stop reacting to markets and start planning through them.

Read the full post → https://bit.ly/4ejdByJ

🎂 Happy birthday to our very own Jared Freese!Jared has one of those rare combinations: the focus to lead a team toward ...
06/12/2026

🎂 Happy birthday to our very own Jared Freese!

Jared has one of those rare combinations: the focus to lead a team toward ambitious goals, and the personality to make the journey feel genuinely fun. As our Wealth Advisor Manager, he’s worked hard to strengthen how we serve clients, shape the standard of excellence behind every plan, and push our team to keep raising the bar — all while keeping the culture light, connected, and unmistakably his.

What stands out most is the mix he pulls off so naturally. One of the most ambitious people on our team, and somehow also one of the most generous with his time. Packed calendar, big goals, never too busy to help — that's rare, and we don't take it for granted.

Have a great birthday, Jared! Thanks for the drive, the leadership, and the laughs you bring to this team. Hope the day brings some well-earned downtime — Cheers! 🥳

💡 This week's Fast Financial Focus: What's the difference between preserving principal and preserving purchasing power?A...
06/10/2026

💡 This week's Fast Financial Focus: What's the difference between preserving principal and preserving purchasing power?

A portfolio that "doesn't lose money" can still quietly lose value. Here's why protecting your purchasing power matters just as much as protecting your balance.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

This is a hypothetical example and is not representative of any specific investment. Your results may vary.

You worked hard. You saved. You did everything right. So why does the goal feel further away than ever, and what happens...
06/08/2026

You worked hard. You saved. You did everything right.

So why does the goal feel further away than ever, and what happens when one big bet starts to look like the only realistic way to catch up?

Our latest post takes an honest look at the mindset behind that question, and what a better path forward actually looks like.

https://bit.ly/435kq0F

Address

1401 S. Brentwood Boulevard , Suite 400
St. Louis, MO
63144

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13149245100

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