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Gateway One

Your Finances
Made Simple

Money should be easy to manage, regardless of your net worth.

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Our Philosophy

How we stand apart:

It shouldn’t matter how much money you make, or how much investing experience you have; we believe that everybody could stay on top of their finances with the right help. We will simplify the money management process by giving you the ability to control all of your assets from one spot, by giving you state-of-the-art financial analysis tools, and by offering you the expertise of some of the financial industry’s top experts.

Everything you need in one place...

Whether you’re focusing on accumulation, growth, protection, distribution, or all four, Gateway One can help you meet your financial goals.

Accumulation

Tools such as Riskalyze and Right Capital will help you analyze the way you make and spend money.

Growth

With investment advice by top experts, you'll be able to make your portfolio even more diverse.

Protection

We offer insurance to insure that your hard-earned money stays in your possession.

Distribution

We will help you determine the best way for you to redistribute your money.

Learn All About Our Attorneys

Meet The Team

Brian Lewis

Founding Partner

Chas R. Walker

Partner

Christy Mullen

Partner

Five steps to success

We Will Help You Every Step Of The Way

Our Advisors, Portfolio Managers, and Representatives will be there to help you no matter where on your financial journey you are.

01

Discovery

We meet with the client to discover what their needs are and how we can help them with Gateway One by collecting their information in our state-of-the-art software programs: Riskalyze and Right Capital.

02

Analysis

We analyze the collected information and put together an appropriate plan to help the client reach their specific goals, whether they want to diversify their portfolios, focus on their savings, or become a better spender.

03

Implementation

We meet with the client once more to help them implement their plan. This involves creating alterations to the plan if need be, signing the appropriate paperwork, and discussing the next steps.

04

Management

Our Advisors and Portfolio Managers will continue to oversee their financial positions as they live their life.

05

Rebalancing

Every six months, we will follow up to reevaluate where the client stands, and make changes to ensure they stay on track to meet all of their goals.

Frequently Asked Questions:

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What People Say About Us

Client Testimonials

You Deserve One Of Our Best Lawyers

with 35 years of law experience

We have lots of experience

Case Studies