• How we work

    1. Face-to-face discovery session

      First, we meet with you and your family to become familiar with your entire financial picture. We identify your assets and liabilities, explore your goals and aspirations, discuss your income needs, evaluate your tolerance for risk, and discuss other important preferences.

    2. Financial profile and analyses

      Working with that wealth of information, we assess your current financial situation. We conduct stress tests to assess your ability to withstand market downturns and unexpected events, and determine which financial solutions might fill the gap. We create an asset allocation strategy designed to meet your goals, today and tomorrow.

    3. Recommendations and discussion

      In our second meeting with you we will present our recommendations and answer any questions you may have. Our goal is to be your central source of information, integrating all your assets, services and financial solutions into a coherent whole.

    4. Develop action plan

      Once we have agreed upon solutions to meet your needs, we will develop a tactical action plan. Whenever possible, we take responsibility for doing what needs to be done, so you don’t have to.

    5. Implementation and oversight

      From engaging outside providers to wiring money, we will coordinate your entire financial strategy. We monitor and manage your investments daily, oversee your various professional relationships, deliver comprehensive and meaningful reports, and make adjustments based on changes in the investment environment, your financial affairs or family events.

Access to this website is provided by Gateway Advisory, LLC (“Gateway” or the “Firm”) for informational purposes only and comes without any warranties, express or implied, with regard to the accuracy, completeness or timeliness of any content contained herein or contained on any third party website linked to from this website.

All investment advisory services are offered through Gateway, a federally registered investment adviser that maintains a principal office in the State of New Jersey. Investing involves risk and past performance may not be indicative of future results. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Gateway or any person associated with the Firm has achieved a certain level of skill or training. Gateway and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which the Firm maintains clients. Gateway may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Gateway’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. No portion of any statement is to be construed as an offer or solicitation to buy or sell a security, or the provision of personalized investment, tax or legal advice. Any subsequent, direct communication by Gateway with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about Gateway, please consult the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents.

These materials have been independently produced by Gateway Advisory LLC. Gateway Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (Schwab). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Gateway Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.