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Gateway Financial Partners Announces Strategic Partnership with Wealth.com
Slice of Finance Team
30 Aug
Key Highlights:
Gateway Financial Partners partners with Wealth.com, enhancing estate planning services.
Wealth.com’s platform simplifies estate planning with tools like guided plan creation and visual flowcharts.
Integration aligns with Gateway’s Bench of Life® approach, focusing on client-centric planning at every life stage.
Source (Business Wire)
Notable Quotes:
“Gateway's Bench of Life® approach is all about putting the client at the center of our planning process, ensuring we address their unique needs at every life stage.”
“This partnership reflects not only the growing demand for estate planning resources among advisors, but also the recognition that wealth.com continues to be a leading provider of the tools and technology necessary to meet those needs.”
Our Take:
This partnership between Gateway Financial Partners and Wealth.com marks a significant advancement in the estate planning landscape for financial advisors. By integrating Wealth.com’s sophisticated technology, Gateway is not only enhancing its service offerings but also reinforcing its commitment to client-centric financial planning. This move is likely to set a precedent in the industry, encouraging other firms to adopt similarly comprehensive, tech-driven solutions to meet evolving client needs.