Who We Are

Investment Planning is Just the Start

We serve families and individuals, institutional investors, and corporations across a wide range of needs and objectives with conflict free advice, investment planning, personalized service and tailored opportunities for multi-generational wealth.

Behind
Our
Name

Our name was inspired by the Franz Kafka book The Trial, in which there is a story about a man who finds a gate between himself and an important goal.  In front of the gate stands a gatekeeper, who tells the man that he cannot pass now, but he may be able to do so at some time in the future; however, beyond this gate are still many other gates, each with a gatekeeper more formidable than the last.  The man tries everything to get the gatekeeper to allow him to pass through the gate, but nothing helps.  As the man grows old, he finally asks the gatekeeper why no one else has come to seek entry past the gate.  The gatekeeper responds “Here no one else can gain entry, since this entrance was assigned only to you. I’m going to now close it."

At GatePass Capital, we know that every individual, family and organization has its own unique gatekeepers standing between themselves and their goals - financial hurdles, estate and tax planning concerns, administrative red tape, and perhaps even questions around what the goal itself actually is. That's where we come in. We exist to help our clients get where they need to go, one gatekeeper at a time.

CREATING EXCELLENCE TOGETHER

Meet The Team

Amanda Smith
FINANCIAL ADVISOR
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Amos Smith
FINANCIAL ADVISOR
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John Smith
FINANCIAL ADVISOR
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Investment Planning

Working at GatePass

A Different Kind Of Investment Planning Culture

We've created an environment that champions forward thinking and where personal growth aligns with our collective success.

Open Positions

Full time
(SVP, Director or MD level) Senior Wealth Advisor
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Full time
Associate (Senior) Wealth Advisor
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Get In Touch With Us

Location

5005 Rockside Rd. Suite 230
Independence, OH 44131