Gateway Financial Partners

Chuck Fetters

Financial Advisor

Andrea Wolfe, CSRIC™

Financial Advisor

Building a Future Aligned with Your Values and Vision

Empowering Your Financial Journey with Wisdom and Empathy

Invest in Your Goals Dreams Future

Shaping a Future That Reflects Your Values

At Gateway Financial Partners, Andrea Wolfe and Chuck Fetters bring together their diverse experiences and a shared commitment to transformative financial advising. Our mission extends beyond traditional wealth management; we aim to empower you to make financial decisions that resonate with your deepest values. With a specialized focus on sustainable, responsible, and impact (SRI) investing, along with comprehensive financial planning, we’re not just advisors—we’re your partners in creating a legacy that matters.

Our Services

At Gateway Financial Partners, Andrea Wolfe and Chuck Fetters leverage their combined 40 years of experience to offer a comprehensive suite of financial planning services. Our goal is to ensure that every aspect of your financial strategy is aligned with your values, goals, and the future you envision for yourself and your loved ones.

Our Process

At Gateway Financial Partners, Andrea Wolfe and Chuck Fetters guide you through a meticulously designed, three-step process tailored to craft and maintain a financial strategy that resonates with your personal values and aspirations. Here’s how we work together to build your financial future:

Step 1: Exploring Your Financial Space

Our partnership commences a comprehensive evaluation of your financial situation, goals, and personal values. This phase is about understanding the entirety of your financial landscape—your assets, liabilities, income sources, and investment preferences. We delve into your aspirations for the future and what truly matters to you and your family. This initial deep dive is crucial for laying a solid foundation for a personalized financial strategy that not only addresses your financial objectives but also aligns with your life’s values and ethics.

Step 2: Crafting Your Custom Financial Blueprint

Building upon the insights gathered during the discovery phase, the next step involves the creation of a customized financial plan. Leveraging our combined knowledge in traditional financial planning and sustainable, responsible, and impact (SRI) and environmental, social, and governance (ESG) investing, we develop a strategy that balances your financial objectives with your ethical convictions. This covers various aspects of financial well-being, from retirement planning and investment management to tax strategies and estate planning strategies, helping to ensure a comprehensive approach to your finances. Our collaborative design process not only considers your immediate needs but also anticipates future aspirations, allowing for a flexible strategy that evolves with you.

Step 3: Navigating Your Financial Journey Together

This is where your strategy comes to life. We initiate the implementation of your financial plan, carefully executing investment strategies, setting up retirement accounts, and coordinating with other professionals as needed for estate planning or tax considerations. But our partnership doesn’t end with implementation. We believe in maintaining a dynamic relationship, offering continuous monitoring of your financial plan against the backdrop of your changing life and the evolving financial landscape. Regular communication is paramount, allowing us to make timely adjustments to your strategy, helping it remain aligned with your goals. Our commitment to you is long-term, offering support, guidance, and education every step of the way, empowering you to make informed decisions and adapt to life’s inevitable changes with confidence.

Get to Know Us

Chuck Fetters

Financial Advisor

Chuck Fetters: Dedicated Financial Advisor with a Heart for Service

Chuck Fetters is recognized for his comprehensive approach to financial planning, combining years of experience with a genuine passion for helping clients pursue their financial goals. His career spans over two decades, during which he has honed his skills in retirement planning, tax strategies, and estate planning, always with a keen eye on the evolving landscape of financial services. Chuck’s extensive experience is complemented by his dedication to staying at the forefront of financial planning techniques and strategies, ensuring his clients benefit from the most current and effective approaches.

Chuck’s approach to financial advising is deeply personal, focusing on building strong relationships with his clients to understand their unique situations and aspirations. He is committed to providing tailored advice that not only addresses immediate financial concerns but also lays the foundation for future security and success. His knowledge of navigating complex financial challenges and his ability to simplify the intricate aspects of financial planning make him a valued advisor and guide.

Beyond his professional life, Chuck is actively involved in his community, contributing his time and resources to various local organizations. This commitment to community service is a reflection of his belief in the importance of giving back and the role of finance in building stronger, more resilient communities.

Andrea Wolfe: Passionate Advocate for Sustainable Investing

Andrea Wolfe stands at the forefront of sustainable and responsible investing, distinguished by her deep commitment to aligning financial confidence with positive societal impact. As one of only five advisors in Connecticut with the Chartered SRI Counselor (CSRIC™) designation, Andrea brings a unique blend of professionalism and passion to the world of financial planning. Her journey began at UConn, leading her through banking and into a specialized focus on financial planning, where she has made significant contributions, particularly in developing impactful financial planning strategies for one of Connecticut’s largest credit unions.

Beyond her professional achievements, Andrea’s dedication to sustainable investing reflects her personal values. She actively contributes to her community, participating in organizations like the Southeastern Connecticut Women’s Network and Shoreline Divorce Professionals, which underscores her belief in the power of finance to foster positive change. Her approach to financial advising is characterized by a deep empathy and understanding, shaped by her experiences and the transitions she has faced personally.

Andrea’s specialty lies in guiding clients through life’s pivotal moments, offering not just financial strategies but also a path to align their investments with their values. Her philosophy of conscious capital emphasizes the importance of investments that not only seek financial returns but also contribute to a sustainable and equitable future. Through her work, Andrea Wolfe not only advises; she inspires, leading by example in the movement towards a more responsible approach to investing.

Andrea Wolfe, CSRIC™

Financial Advisor

Do Our Values Align?

Aligning Dreams with Values: Our Ideal Client

At Gateway Financial Partners, we seek clients who view their financial journey as an extension of their personal values and aspirations. You’re not just seeking financial advice; you’re looking for partners who appreciate the deeper significance of your financial goals and the broader impact you aim to pursue through your investments and planning. Here’s a closer look at who our ideal clients are:

  • Value-Driven Investors: You believe that your investment choices can be a powerful tool for change, seeking to align your portfolio with your commitment to environmental sustainability, social responsibility, and effective governance. You’re not just investing for the future; you’re investing in the future you want to see.
  • Individuals Navigating Life Transitions: Whether you’re approaching retirement, changing careers, experiencing a family change, or facing any other significant life event, you value advisors who offer not just financial guidance but a holistic approach that considers the emotional and practical aspects of these transitions.
  • Future-Focused Families and Individuals: You’re planning for significant future milestones—be it education, retirement, or legacy building—and you want to ensure that your financial strategy not only manages your needs but also contributes positively to the world your family will inherit.
  • Community-Conscious Individuals: You are actively involved in your community or wish to use your resources to support causes you care about. You value advisors who understand the importance of community engagement and can guide you in making financial decisions that help amplify your impact.
  • Collaborative Partners: You’re looking for a relationship that goes beyond the transactional. You appreciate advisors who listen, understand, and respect your perspectives and who are committed to working together to work towards your financial and personal goals.

If you see yourself in these descriptions, we believe our values align. At Gateway Financial Partners, Andrea Wolfe and Chuck Fetters are dedicated to providing a service that recognizes the importance of your values, ensuring that your financial plan is not just a path to financial security but also a reflection of the impact you want to make in the world.

Insights & Market Commentary

FAQ's

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.

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.

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.

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.

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

Navigating your finances can be challenging, and our team is here to support you. With years of experience in the financial industry, our professionals aim to offer personalized insights and direction to help address your financial objectives. In this section, we present a collection of frequently asked questions to clarify the role of a financial advisor, the ways we can assist you, and what you can anticipate during our collaboration. We trust that this resource will empower you with essential knowledge, enabling you to make confident decisions for your financial journey.

Invest in Your Future Today

Building a Future Where Values and Wealth Converge

Embark on a journey where your financial aspirations meet impactful investment. At Gateway Financial Partners, we see your investment not just as a means to grow your wealth, but as a powerful tool for change. Our approach intertwines your financial goals with sustainable and responsible investment strategies, ensuring that your portfolio reflects your values while aiming for growth.

Why Choose Us? We’re not just financial advisors; we’re architects of change. By choosing to invest with us, you’re opting for a future where your financial success contributes to creating a better world. Our background in ESG-focused investing means your money is working towards environmental sustainability, social equity, and strong governance, alongside pursuing your financial objectives.

Our Commitment to You Your trust in us is the foundation of our partnership. We commit to providing you with transparent, informed, and ethical advice that respects your values and ambitions. Our tailored strategies are designed to navigate the complexities of the market while focusing on long-term sustainability and growth.

Start Today The best time to plant a tree was twenty years ago. The second-best time is now. Begin your investment journey with us today, and take the first step towards aligning your wealth with your vision for a better future. Let’s create a legacy that goes beyond financial success, one that you can be proud of for generations to come.

Our Location

Gateway Financial Partners
1260 Boston post Rd.
Westbrook, CT 06498
860-552-2227

Chuck Fetters
Financial Advisor
cfetters@mygfpartner.com

Andrea Wolfe
Financial Advisor
awolfe@mygfpartner.com

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