Gateway Financial Advisors is a privately owned financial services company formed in 2000, building on the Shane Westhoelter and Associates Insurance Agency, established in 1988. It serves individuals, families, and business owners with a personalized approach to growing, preserving, and protecting wealth. Its “Quality Life Planning” approach helps clients consider longevity, extended care, family provision, and the legacy they wish to leave.

The company offers financial planning, including fee-based planning, asset management, portfolio analysis, business planning, and Quality Life Plans. Insurance products include life, disability, auto, home, annuities, long-term care, and asset and income protection. Investment offerings include stocks, bonds, mutual funds, general securities, variable products, and variable life. Additional services encompass estate and philanthropic planning, alternative investments, liability and liquidity management, and employee benefits such as medical, dental, vision, HSA, pension, and disability plans. Its Gateway Benefit Suite includes telemedicine, identity protection, retail and travel savings, roadside services, and technology support.