Sound Strategies.
Trusted Professionals.
Today's Technology.
Your Fiduciary Financial Advisor for 2024 and Beyond
GatePass Capital is an independent fiduciary financial advisor, fully focused on delivering precise and objective counsel to families, foundations, employer-sponsored plans and institutions. Our commitment to our client values includes listening intently, seeking to do what’s right, and allowing the merits of our contribution to endure.
Insightful Advice, Personalized Service and Tailored Opportunities for Multi-Generational Wealth.
We are focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth all while providing an elevated level of service.
Individuals & Families
We offer full-service, comprehensive wealth management no matter where you are on your financial journey.
learn moreEmployees & Employers
Our retirement mission is to build successful retirement plans for both employers and employees.
learn moreAsset Management
A commitment to partnership and results. We offer active equity and fixed income strategies driven by a disciplined investment process and highly collaborative team.
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Your Goals are Our Goals
Your Best Interests Always.
Fiduciary Financial Advice
As a registered investment advisory firm, we have a fiduciary obligation to act in your best economic interests. We make decisions based on your needs.
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps align our interests are aligned with yours. We succeed when you succeed.
Our Disciplined Process
Our fiduciary financial advisor team will work to develop a financial plan designed to adapt and changes as your life and finances progress using our proven model.
Coach
We help you identify your goals and monitor them closely so you stay on plan.
Counsel
We address your specific financial situations and guide you through the tough decisions.
Consult
We improve your career or business with creative financial strategies.
Confidant
We move beyond the numbers to in order for you to feel comfortable with your decisions. And when you don’t, we adjust.
Strategic Insights
Market Monday - Inflation, Unemployment, and the Fed
read the blog
Section 1202 Qualified Small Business Stock: A Tax-Efficient Strategy for Eligible Business Owners and Investors
read the blog
Market Monday - The Election is Over, What's Next?
read the blogLet's Get Started.
The best time to start is now. Personalized financial solutions don’t have to be difficult. We’d love to chat with you to learn more about who you are, what your goals are, and how we can help.
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