Gateway Financial Advisors

Here at Gateway NW Planning, we are dedicated to providing investment management and strategic wealth planning that is tailored to your unique needs. Our mission is to serve as our clients' trusted advisors, helping them make informed financial decisions for themselves and their loved ones. We understand that the financial planning process can be complex and overwhelming, which is why we strive to build deep and meaningful relationships with our clients that last for generations.

Our Philosophy

At Gateway NW Planning, we believe that the best way to create a more financially secure future is through a comprehensive planning process. Our philosophy is centered on understanding your financial goals and creating a personalized plan to help you reach them. We take the time to meet with you and present an analysis of your current financial situation. Together, we implement the recommendations and monitor your progress, ensuring that your plan stays on track and evolves as your needs and goals change over time.

Our Process

Our team follows a disciplined planning process that seeks to protect your needs now and plan for the future in a tax-efficient manner. Our services include financial planning, investments, risk management, retirement planning, and asset allocation.

*Financial Planning*: We use a consultative approach to create a financial plan that aims to meet your unique objectives. Our process includes analyzing your current financial situation, identifying your financial goals and objectives, and developing a plan to help you reach them.

*Investments*: Investments can play a key role in your financial security plan. We can help you create a mix of registered and non-registered savings that can help you achieve your short-term and long-term goals.

*Risk Management*: Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship. We can help you assess your insurance needs and choose the right coverage for your unique situation.

*Retirement Planning*: Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. We can help you develop a retirement plan that meets your unique needs and goals.

*Asset Allocation*: Asset allocation is the process of selecting a mix of asset classes that closely matches an investor's financial profile in terms of their investment preferences and tolerance for risk. Our team can help you develop an asset allocation plan that meets your unique financial goals and risk tolerance.

Our Team

Our team consists of experienced professionals who are dedicated to serving our clients' financial needs. Our advisors have the knowledge, experience, and resources to help you create a more financially secure plan for yourself and your loved ones.

*Joseph L. Hurley, AIF, CRPS*: As a Financial Advisor, Joe is committed to serving as a trusted advisor to our clients. He has earned the Accredited Investment Fiduciary (AIF) and Chartered Retirement Plans Specialist (CRPS) designations, demonstrating his expertise in fiduciary responsibility and retirement plan management.

*Will McDonough*: As Operations Coordinator, Will is responsible for ensuring that our clients receive the highest level of service. He oversees the day-to-day operations of our firm and works closely with our advisors to implement our clients' financial plans.

*Sarah E. Whittaker, AIF*: As an Investment Advisor Representative, Sarah helps our clients create personalized investment plans that meet their unique financial goals and risk tolerance. She has earned the Accredited Investment Fiduciary (AIF) designation, demonstrating her expertise in fiduciary responsibility.

*Kayla Maki*: As Office Manager, Kayla is committed to providing our clients with exceptional service. She manages our clients' accounts and ensures that their financial plans are implemented in a timely and efficient manner.