You have a legacy to design
We have the people and processes to help
Welcome to Gateway Financial Advisors!
Whether you’re a business owner building an empire, a parent with a passion for donating to charitable causes, a sports star with a reputation to uphold, or a widow looking to provide a stable life for your kids, we are that partner you’ve been searching for.
Our approach is personalized for every person, every situation, and every opportunity we encounter. We do more than financial planning – we help our clients build a Quality Life Plan.
Quality Life Planning answers four universal questions:
- 1. What if I live?
- 2. What if I linger?
- 3. What if I leave?
- 4. What is my legacy?
By default or by design, we all leave a legacy. We’re here to help you take the “if” out of life and leave your legacy by design.
Our Services
Gateway Financial Advisors, Inc. is a privately owned financial services company committed to providing industry-leading service, a superiorportfolio of products, and unmatched expertise.
We value every client relationship and take a personalized approach focused on growing, preserving, and protecting our clients’ wealth. Our core values are:
Integrity, Passion, Influence and Purpose
The four sides of the Gateway Financial Advisors logo represent these four values.
Our Leadership
First Executive Vice President
Check the background of these investment professionals on FINRA's BrokerCheck.
Our History
Gateway Financial Advisors, Inc. was formed in January 2000. Prior to that we operated as Shane Westhoelter and Associates Insurance Agency, formed in 1988. Today we’re a national full-service financial marketing organization of high-level financial professionals interested in owning and operating their own business and office location.Form CRS
Customer Relationship Summary for Cambridge Investment Research, Inc.