Anthropic Opens the Books
By Evan Coffey In May, Anthropic was privately valued at $965 billion. Next month, public markets may be…
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Welcome to Gatefield Wealth Management
Strength, Stability, & Endless Opportunities
Helping individuals achieve their financial goals and build a steady income plan.
Who We Are
As a Financial Advisor, my job is to help individuals with achieving their financial goals and building a steady income plan, while at the same time preserving the wealth that they've already accumulated.
We offer tailored strategies to help individuals, families, and businesses pursue their financial goals. Whether you're planning for retirement, managing investments, or navigating complex financial decisions, we are committed to guiding you every step of the way. Serving clients nationwide, we combine local insights with a broad perspective to deliver strategies that address your unique needs.
More About Us
Our Approach
No one strategy fits everyone
Every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals, using the most efficient methods available.
01
Anticipate & Adapt
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur—keeping you on track toward a meaningful and purpose-driven financial future.
02
A Clear Roadmap
Providing a true roadmap with milestones so you know where you are on your path to financial well-being. When asked what makes us distinct, our clients tell us it is our availability and accessibility.
03
Informed & Confident
Keeping you informed of investment opportunities while striving to mitigate risk. You can be confident that you are truly collaborating with an experienced, qualified partner—for life.
What We Do
Comprehensive financial guidance
From financial planning to portfolio management, we offer a full spectrum of services tailored to your unique goals.
Wealth Planning
Your roadmap for pre- and post-retirement — a comprehensive plan built around your goals, risk, and time horizon.
Learn MoreInvestment Management
Fiduciary, customized investment management — no proprietary products, built hand in hand with your goals.
Learn MoreRetirement Planning
Traditional & ROTH IRAs, SEP and SIMPLE IRAs, and 401(k) plans for employees and small business owners.
Learn MoreRisk Management
Life, long-term care, and disability coverage — a key part of wealth transfer and protecting your family.
Learn MoreTax Reduction Strategies
Social Security timing, RMD management, and budgeting for health and living expenses in retirement.
Learn MoreEducation Planning
If you haven’t noticed, education is quite expensive these days. Saving for college, graduate school, vocation training, or even K-12, public, private, or religious schools can…
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Our Process
A proven path to financial clarity
From your first financial discovery meeting to ongoing monitoring and communication, our nine-step process is designed to build a customized plan that evolves with your life.
See How It Works
01
Financial Discovery
02
Initial Meeting
03
Strategy & Needs Analysis
04
Develop & Design Your Plan
05
Presentation Meeting
Our Team
Experienced advisors who put you first
Our team of dedicated professionals brings decades of combined experience and a shared commitment to your financial well-being.
Insights
Economic & Market Reports
Timely analysis and thought leadership from our market strategy team to help you stay informed.
Hazy Shade of Winter
By Eric Parnell “Look around, Leaves are brown, And the sky is a hazy shade of winter” –Hazy…
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A Moving Target
By Evan Coffey & Kate Templeton Consider an investor who did what the textbook asks and took diversification…
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