Gateway Investment Services

At our company, we believe in collaboration and expertise. We prioritize our clients' needs and offer a broad range of services to cater to their unique financial requirements. Our team of industry experts has decades of combined experience, ensuring that we can provide sophisticated financial strategies to help you achieve your investment goals.

Our team is led by professionals such as William H. Hensler, Tanner Mahoney, W. Ross Hensler, Greta Clayton, and Mary Ellen Wehner. Each member brings their unique skills and expertise to the table, allowing us to provide comprehensive financial solutions.

Our Company

We are dedicated to providing our clients with the best possible service. We understand that every investor is different, which is why we tailor our strategies to meet your specific needs and goals. Whether you're an entrepreneur, executive, pre-retiree, retiree, or high-net worth individual, we have the expertise and resources to help you navigate your financial journey.

We also believe in the importance of education and transparency. That's why we offer resources such as our weekly market commentary, fiduciary focus, and business relationship with LPL. These tools can help you stay informed about market trends and make informed decisions about your investments.

Services for Businesses

We understand that businesses have unique financial needs. That's why we offer a range of services designed specifically for businesses. These include portfolio and risk management, as well as retirement solutions for your employees. Our team can help you create a comprehensive financial strategy that aligns with your business goals and objectives.

Services for Individuals

In addition to our business services, we also offer a variety of services for individuals. These include wealth management, estate strategy, and insurance planning. We can help you create a personalized financial plan that addresses your specific needs and goals, whether you're just starting out or nearing retirement.

Our Process

At our company, we believe in a three-step process to achieving your financial goals. First, we work with you to define your goals and expectations. This involves reviewing your financial documents, risk tolerance, and objectives. Next, we use this information to build a strategy that is tailored to your unique needs and goals. Finally, we implement the plan and continuously monitor and adjust it as needed to ensure that you stay on track.

Schedule a Consultation

If you believe you could benefit from working with a financial professional, we encourage you to schedule a consultation. During this meeting, we can discuss your goals and determine if we are a good match for your practice. To schedule an appointment, simply fill out our online form or contact our office at (812) 273-9149.

We look forward to helping you achieve your financial goals.