Gatewood Wealth Solutions 4+

Gatewood Wealth Solutions

Designed for iPad

    • 5.0 • 3 Ratings
    • Free

Screenshots

Description

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.

What’s New

Version 1.78

* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability

Ratings and Reviews

5.0 out of 5
3 Ratings

3 Ratings

App Privacy

The developer, Gatewood Wealth Solutions, 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

You Might Also Like

Oakworth Wealth Management
Finance
Yellow, Will-making made easy
Finance
GWS&A
Finance
St. Johns Bank
Finance
County CU Mobile
Finance
The Retirement Planning Group
Finance