At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide you on their paths to financial freedom—all while holding ourselves to the highest fiduciary standards.
We believe keeping tabs on your financial life should be as easy as checking your smartphone. With this app, you can access your financial plan, investment performance and cash flow at any time, as well as directly message your advisors.
>>Current clients: Click “Get” to begin.
Note: This app is intended for use by current clients of Gatewood Wealth Solutions. If you’re not a current client but would like to learn more about our firm, please visit gatewoodwealth.com or email info@gatewoodwealth.com.
The developer, Gatewood Wealth Solutions LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
User Content
Identifiers
Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Gatewood Wealth Solutions, LLC
Size
145.9 MB
Category
Finance
Compatibility
Requires iOS 12.4 or later.
iPhone Requires iOS 12.4 or later.
iPad Requires iPadOS 12.4 or later.
iPod touch Requires iOS 12.4 or later.
Mac Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.