Probably good for starting out since you'll need minimal help and guidance…read more Been with them for years and have a notable collection of assets but effectively on our own last three years. Two advisors quit. Tried talking to branch manager but she is too busy to talk to little people. Tried getting help through corporate offices and was referred back to branch manager. She never contacted us but had a nice guy who started with them a few months ago contact me. We need a advisor who is trustworthy and knowledgeable enough that if anything major happens, our family would have the confidence to go to "our guy" for help and guidance. Won't find it at Schwab St Louis.

Stay away, this company stinks. I put in 5M and a few weeks later asked me to leave, with no…read moreexplanation. I'm a 61 year old retiree and this really blind sided me.

I've worked with Gatewood Wealth Solutions for two years and have nothing but good things to say…read moreabout their level of professionalism, fun-loving company culture, and absolute brightest brains in the business. Talk to any employee, and you immediately get a sense for the deep level of care and commitment they have for each client. And, unlike other firms, GWS' planning and investment committees work side-by-side to meticulously manage clients' portfolios against their goals. That makes a big difference in outcomes, and you can't beat the fact that the offer a free plan and portfolio review before you even sign on as a client. Highly recommend.

From the owner: At Gatewood Wealth Solutions, we are on a mission to share our experience with individuals and…read morefamilies -- helping them become and remain financially self-reliant, so they can give purpose to their money. Our goal is to give you confidence -- that you'll reach your goals, that your family will be taken care of, and that you'll be empowered to live the life you want and leave a legacy. The path to financial freedom is a journey, and we're here to walk alongside you. We'll help you stay the course even during turbulent times, and we also offer integrated technology solutions to empower and enable you to track your own progress toward your goals. To us, at Gatewood Wealth Solutions, financial freedom, self-reliance, and financial confidence go hand-in-hand. Are you ready to experience the difference it makes having someone on your side of the table? Contact us today to learn how we can partner with you to help you work toward your goals and find your confidence.

We have had Thorton for at least four years. He's done an expert job of helping us plan for each…read moretax year and reducing our liability for estimated taxes as we are an LLC. He also is very attentive and gives quick response to any inquiries. He keeps us up-to-date on tax laws and their changes and how they will affect our personal taxes as well as the business. We would highly recommend.

Very professional and most of all very knowledgeable about all things tax related and other…read morefinancial matters. I would highly recommend!

Client-centric culture with generations of expertise. Gain professional investment wisdom knowing…read moreyour needs are put first. Find your financial advisor on benjaminfedwards.com.