• Strategic Partners

    To bring you valuable intellectual and technological capital our firm seeks out critical services and insights from independent consultants and professionals. These strategic alliances allow us to better address even the most complex financial challenges. Gateway is privileged to partner with these highly regarded firms in financial services:

     

    CHARLES SCHWAB & Co., Inc.

    • Gateway Advisory has selected Charles Schwab & Co., Inc as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.

    MONEYGUIDEPRO

    • The originator and leader in goal-focused financial planning

    BLACK DIAMOND

    • High caliber reporting and performance attribution

The content on this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Material presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

Any referenced external hyperlinks or information are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found therein have not been verified by Summit, nor do we make any representations as to its accuracy and completeness. Summit and its affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.

Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against a loss.

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Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Gateway Advisory. Insurance products may be offered through Summit Risk Management, LLC., an affiliate of Summit Financial, LLC.