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YOUR GATEWAY TO A BRIGHTER FINANCIAL FUTURE


 * Who we are
   * Meet our team
   * Strategic Partners
 * How we work
 * What we offer
   * Investment Advice
   * Cash Flow and Debt Management
   * Tax Planning
   * Risk Management Strategies
   * Estate and Wealth Transfer Planning
   * Philanthropy
 * Insight and News
 * Contact Us
 * Client Login
   * Schwab Alliance
   * BlackDiamond
 * Careers



Gateway delivers critical financial services and advice to affluent individuals
and corporate and institutional clients. We are not simply advisors; we are
stewards. Our mission is to measurably improve and simplify your fiscal
responsibilities — to be your gateway to a brighter financial future.

 * WEALTH MANAGEMENT

At Gateway, managing wealth is more than simply investing — we offer hands-on,
integrated financial planning and investment services.
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brokercheck.finra.org | Customer Relationship Summary




© 2023 Gateway Advisory, LLC.

900 South Avenue West . Westfield, NJ 07090 . T 908.233.8100 . F 908.233.0499

236 Washington Street, Suite 1A . Toms River, NJ 08753 . T 732.349.3377 F
732.737.8565


Access to this website is provided by Gateway Advisory, LLC (“Gateway” or the
“Firm”) for informational purposes only and comes without any warranties,
express or implied, with regard to the accuracy, completeness or timeliness of
any content contained herein or contained on any third party website linked to
from this website.

All investment advisory services are offered through Gateway, a federally
registered investment adviser that maintains a principal office in the State of
New Jersey. Investing involves risk and past performance may not be indicative
of future results. Any reference to or use of the terms “registered investment
adviser” or “registered,” does not imply that Gateway or any person associated
with the Firm has achieved a certain level of skill or training. Gateway and its
representatives are in compliance with the current registration and notice
filing requirements imposed upon SEC registered investment advisers by those
states in which the Firm maintains clients. Gateway may only transact business
in those states in which it is notice filed, or qualifies for an exemption or
exclusion from notice filing requirements. Gateway’s website is limited to the
dissemination of general information regarding its investment advisory services
to United States residents residing in states where providing such information
is not prohibited by applicable law. No portion of any statement is to be
construed as an offer or solicitation to buy or sell a security, or the
provision of personalized investment, tax or legal advice. Any subsequent,
direct communication by Gateway with a prospective client shall be conducted by
a representative that is either registered or qualifies for an exemption or
exclusion from registration in the state where the prospective client resides.
For additional information about Gateway, please consult the Investment Adviser
Public Disclosure website at www.adviserinfo.sec.gov, which contains the most
recent versions of the Firm’s Form ADV disclosure documents.

These materials have been independently produced by Gateway Advisory LLC.
Gateway Advisory is independent of, and has no affiliation with, Charles Schwab
& Co., Inc. or any of its affiliates (Schwab). Schwab is a registered
broker-dealer and member SIPC. Schwab has not created, supplied, licensed,
endorsed, or otherwise sanctioned these materials nor has Schwab independently
verified any of the information in them. Gateway Advisory provides you with
investment advice, while Schwab maintains custody of your assets in a brokerage
account and will effect transactions for your account on our instruction.