Congratulations to Jerry Perfect for being named one of
"Kansas City's Five Star Wealth Managers*"
for 2007, 2008, 2009, 2010, 2011, & 2012
and to Brook Deaver for being named in 2008 & 2009.
Welcome to Gateway Wealth Management online! We are an independent advisory firm assisting our corporate and individual clients with investment, insurance, and other financial planning decisions that allow our clients to pursue their most important financial objectives.
Our office is located in the Corporate Woods office park in Overland Park, Kansas. You may contact us at 913-663-5642.
If you are a current client, you will find links to access your account, contact us via email, get up-to-date information about the markets, and view useful resources that will enhance your financial acumen. The right information can empower you to be a more knowledgeable investor (the kind we like!).
If you are not currently acquainted with our firm, we have established this website as a way for you to get to know us and understand how we can assist you on your financial journey.
We appreciate your interest in our firm and sincerely look forward to serving you.
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Featured Content: Latest Article and Market Commentaries
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Reducing Your Fuel Costs in the Summer Months: Before the summer travel season begins, be prepared for what to expect when filling up at the pump and consider how you can save on fuel costs.
View the Featured Article
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*2011:Based on 9 criteria including; customer service, integrity, knowledge/expertise, communication, value for fee charged and overall satisfaction. 2012: Based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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