Gateway Wealth Management, LLC

We are a Fee-Only Financial Advisor in St. Louis specializing in retirement income and tax planning for those who are nearing retirement or who have recently retired. Here are some examples of the questions we help clients answer: When can I retire? When should I claim Social Security benefits? How much can I spend each month? How can I minimize my tax bill? Should I take a lump sum pension payment or monthly income? Do I need a trust, or is a will sufficient? What other estate planning documents should I have? Should I change my investment mix as I age? How can I avoid the Medicare IRMAA surcharge?
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Advisors at this Office

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This Office

1034 S. Brentwood Blvd Ste 1603 Saint Louis, MO 63117 Phone: (314) 349-2711

Primary Office

1034 S. Brentwood Blvd Ste 1603 Saint Louis, MO 63117 Phone: (314) 349-2711