The best returns are more than financial

Welcome

Thank you for taking the time to visit our website. We're pleased to provide an array of information that will help you navigate the ever-changing world of investing. Gatehouse Wealth Group adheres to a simple mission: to obtain a comprehensive understanding of our clients' evolving personal and financial situations and provide diligent investment planning tools and operational excellence. After all, it's not just your money...It's your life.

Our value statement

We provide tailored wealth management strategies for clients with complex investment and wealth management planning needs. Our team’s approach involves an understanding of our clients’ evolving personal and financial situations coupled with diligent planning and operational excellence.

Integrity, humanity and respect are the cornerstones of our practice—each integrated into internal and external relationships. Our constant focus is to utilize individual and group strengths in order to serve our clients’ interests and work toward achieving each client’s ultimate goal of financial security.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searchingfor your tax documents. Take a look at the table below for estimateddistribution dates.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Global Insight Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.