
Adam Login, CFP®
Financial Planning That Grows With You
Providing strategic guidance to help you navigate every stage of life with confidence.
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Invest in Your Dreams Goals Future
Our Why
Financial planning is about more than just numbers—it’s about creating a strategy that aligns with your life and goals. With so many decisions to make, it can be overwhelming to know where to start. That’s where we come in.
At Gateway Financial Partners, we take a straightforward, collaborative approach to help you navigate your financial future. Whether you’re planning for retirement, growing your investments, managing tax considerations, or preparing for future generations, we work with you to develop a strategy tailored to your needs.
Financial priorities shift over time, and planning isn’t a one-and-done process. We help you adapt along the way, providing guidance and insights so you can make informed decisions with confidence.
You don’t have to go it alone. We’re here to provide clarity, strategy, and support—helping you move forward with purpose.
Our Services
Everyone’s financial journey looks different, which is why we take a personalized approach to helping individuals and business owners make informed decisions. From planning for the future to managing day-to-day financial strategies, we provide guidance across key areas of financial planning.
Financial Planning
Asset Management
Tax & Estate Planning
Risk Management & Insurance
Planning Packages
Planning Subscriptions
Tailored Financial Planning Packages
Essential
Ideal For: Individuals looking to organize their financials and plan for the future – ”Accumulator”- Initial consultation
- Budgeting and cash flow analysis
- Goal setting
- Debt Management
- Basic Investment Recommendations
Mid-Life Checkup
Ideal For: Individuals or Families looking to set and monitor financial goals – “Pre-Retirees”- Comprehensive financial assessment
- Advanced goal planning
- Tailored investment strategy development
- Basic tax planning strategies
- Detailed retirement projections
- Risk management review
- Debt analysis
Subscription option: $250/month or waived with $230,000 in investable assets at 1.30%
Premier
Ideal For: Individuals, families, and/or business owners with complex financial need – “Distribution & Legacy”- Holistic financial analysis
- Detailed retirement planning
- Comprehensive investment strategy
- Estate and legacy planning
- Business Planning
- Customized financial scenarios
- Collaboration with Third Party Professionals
Subscription option: $450/month or waived with $435,000 in investable assets at 1.15%
Monthly Subscription for Ongoing Financial Planning
Basic Financial Planning
Ideal For: Those needing continuous access to basic financial guidance, budget reviews, and check-ins.- Quarterly check-ins
- Ongoing support via email/phone
- Budgeting updates
- Access to digital education resources
- Basic Investment Recommendations
Waived with at least $80,000 in investable assets at 1.5%
Intermediate Financial Planning
Ideal For: Individuals and families needing moderate ongoing financial planning and savings guidance.- Monthly check-ins
- Ongoing consultation access
- Advanced planning support
- Retirement planning adjustments
Waived with at least $230k in investable assets at 1.3%
Advanced Financial Planning
Ideal For: High-net-worth individuals or clients with complex financial situations such as business owners.- Bi-monthly meetings
- Priority access to consultations
- Advanced planning
Waived with at least $435k in investable assets at 1.15%
Investment Management Only Fee Schedule
Account Value | % AUM Fee |
|---|---|
$0 - $100,000 | 1% |
$100,001 – $250,000 | 0.90% |
$250,001 – $500,000 | 0.80% |
$500,001 – $1,000,000 | 0.70% |
$1,000,001 – $2,000,000 | 0.65% |
Over $2,000,000 | Negotiable |
Wealth Management Fee Schedule
Account Value | % AUM Fee |
|---|---|
$0-$100,000 | 1.50% |
$100,001 - $250,000 | 1.30% |
$250,001 - $500,000 | 1% |
$500,001 - $1,000,000 | 0.95% |
$1.000,001 – $2,000,000 | 0.85% |
Over $2,000,000 | Negotiable |
*Includes Investment Management plus Financial Planning*
Our Process
Financial planning isn’t about quick fixes—it’s a journey that evolves with you. Our process is designed to provide structure and flexibility, helping you make informed financial decisions at every stage of life. Whether you’re just getting started, growing your wealth, or preparing for the future, we take a step-by-step approach to help you navigate your financial path with confidence.
Step 1: Understanding Your Goals
Every financial journey starts with a conversation. We take the time to learn about your current financial situation, what’s important to you, and what you’re working toward. Whether it’s planning for retirement, managing investments, or protecting your family’s future, understanding your priorities helps us create a strategy that reflects your needs.
Step 2: Developing a Strategy
Once we have a clear picture of your goals, we craft a personalized approach tailored to your circumstances. This may include investment strategies, risk management considerations, tax-efficient planning, and estate planning discussions. We walk you through the options available so you can make informed choices about your financial future.
Step 3: Ongoing Guidance & Adjustments
Financial planning isn’t static—life changes, markets shift, and priorities evolve. We believe in maintaining an open line of communication, reviewing your financial plan regularly, and making adjustments as needed. Whether it’s a career shift, a new business venture, or a change in family dynamics, we’re here to help you adapt your strategy along the way.
Get to Know Us
About Adam
Adam Login has over 20 years of experience in financial services, working across various areas of the industry. Most recently, he served as a Life Insurance Wholesaler with Prudential, helping individuals and business owners assess their financial protection strategies. His broad industry background allows him to take a well-rounded approach when working with clients, incorporating financial planning, asset management, risk assessment, and tax and estate planning considerations.
His passion for financial services began early in his collegiate career, leading him to study Economics and Finance at the University of Hartford. He saw financial planning as a way to make a meaningful impact by helping people develop strategies to work toward their financial independence. Today, he continues that mission by providing education and guidance, helping clients make informed decisions about their financial futures.
Do Our Values Align?
Our Ideal Client
Financial planning is personal, and so is our approach. We work with individuals and business owners who value thoughtful financial strategies and want to take a proactive role in managing their wealth. Our clients understand that financial decisions impact more than just today—they shape the future.
Whether you’re preparing for retirement, growing your investments, managing risk, or planning for future generations, we focus on providing guidance tailored to your needs. We believe in building long-term relationships with clients who appreciate collaboration, transparency, and a structured approach to financial decision-making.
If you’re looking for financial guidance that prioritizes your goals and evolves with you, we invite you to start the conversation.
Insights & Market Commentary
FAQ's
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Frequently Asked Questions
We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.
Invest in Your Future Today
Take the Next Step Toward Financial Clarity
Financial planning isn’t about predicting the future—it’s about being prepared for whatever comes next. Life is full of financial decisions, from saving for retirement and managing investments to protecting your family’s future and planning for the next generation. Having a structured approach can help you feel more confident in the choices you make today and in the years ahead.
No matter where you are in your financial journey, taking the next step doesn’t have to be overwhelming. Our approach is built on understanding what matters most to you and developing a strategy that fits your life and goals. Whether you’re looking for a second opinion on your current financial plan or just beginning to explore your options, we’re here to provide guidance and support.
Our Location
Gateway Financial Partners
455 Winding Brook Dr
Glastonbury, CT 06033
860-968-1650
adam.login@mygfpartner.com
