Gateway Wealth Partners, LLC

Gateway Wealth Partners is a registered investment advisor that provides comprehensive financial planning, consulting, and wealth management services to individuals, businesses, and retirement plans. Gateway Wealth Partners helps clients build personalized financial strategies covering retirement planning, education savings, tax strategies, and insurance needs. For investment management, Gateway Wealth Partners primarily uses low-cost mutual funds, exchange-traded funds, individual stocks and bonds, and independent managers. The firm tailors its portfolios to each client's risk tolerance, time horizon, and goals. Gateway Wealth Partners operates primarily on a fee-based model, charging fees as a percentage of the assets under management, as well as fixed or hourly fees for standalone financial planning. The firm has offices in Appleton, Wisconsin, and manages billions in client assets.