Gateway Investment Services is a financial services practice based in Madison, Indiana, focused on helping individuals, families, and businesses pursue their financial goals. Its approach centers on understanding each client’s objectives, risk tolerance, and circumstances before developing and implementing a strategy. The team provides wealth management and investment guidance, including portfolio construction and risk management, alongside retirement planning for people approaching or living in retirement. Services also address Medicare supplements, estate strategy, insurance, and business financial needs.

Gateway Investment Services works with a range of clients, including entrepreneurs and executives, pre-retirees, retirees, and high-net-worth individuals. Its three-step process begins with defining goals and expectations, moves to building a strategy tailored to the client’s profile, and continues with implementation and ongoing monitoring and adjustments. The practice encourages open communication and offers consultations to help prospective clients determine whether its services are a good fit. Securities and advisory services are offered through LPL Financial, while insurance products are offered through LPL Financial or its licensed affiliates.