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Jeffery Masters
Financial Advisor
Financial Planning Guided by Stewardship and Perspective
Thoughtful financial guidance for individuals, families, and business owners navigating complex decisions with clarity and intention.
Invest in Your
Our Why
Financial decisions shape more than just balance sheets. They influence families, responsibilities, and the legacy we leave behind.
Jeffery Masters believes financial planning works best when it is grounded in education, thoughtful perspective, and a clear understanding of what matters most. Rather than focusing on short-term outcomes or isolated decisions, Jeff takes a comprehensive view of each client’s financial life, helping connect goals, values, and long-term priorities.
With decades of experience and a planning-first mindset, Jeff works alongside clients to bring structure and understanding to financial decisions in an increasingly complex world.
Get to Know Us
Jeffery Masters
Financial Advisor
About Jeffery Masters
A native of South Florida, Jeffery Masters has spent more than three decades working with individuals, families, and business owners on their financial planning needs. His approach is shaped by a belief that financial decisions should reflect values, responsibility, and long-term perspective.
Jeff holds a Bachelor’s degree in Psychology and a Master’s degree in Business Administration. This educational background allows him to blend financial planning with an understanding of human behavior, decision-making, and life transitions.
Throughout his career, Jeff has focused on comprehensive financial planning, retirement planning, investment guidance, charitable giving, and generational considerations. His work is guided by principles of integrity and generosity, helping clients bring clarity to their financial lives while navigating change with intention.
Lindsay Kaminski, CFP®
Financial Advisor
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Meet Lindsay
Lindsay Kaminski is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience helping individuals, families, and business owners bring clarity and structure to their financial decisions.
She holds a bachelor’s degree in Finance with a focus in Financial Planning and Wealth Management and values education, collaboration, and long-term perspective in her work.
Lindsay lives in Appleton, Wisconsin with her husband, their daughter, and their three dogs, and enjoys supporting community and financial education initiatives.
Adam Login, CFP®
Financial Advisor
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Meet Adam
Adam Login is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in the financial services industry. His background includes financial planning, asset management, risk assessment, and tax and estate planning considerations.
He began his career with a strong interest in how financial planning can help individuals and families make informed decisions over time. Prior to joining Gateway Financial Partners, Adam served as a Life Insurance Wholesaler with Prudential, supporting business owners and professionals in evaluating protection strategies.
Adam holds degrees in Economics and Finance from the University of Hartford and brings a structured, education-focused approach to long-term financial planning.
Scott Wauters, AIF®
Financial Advisor
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Meet Scott
Scott Wauters is a Financial Advisor with nearly 20 years of experience helping individuals and families navigate important financial decisions. His approach emphasizes education, clear communication, and thoughtful planning.
A proud Army Reserve veteran and former Sergeant who served during Operation Iraqi Freedom, Scott brings discipline, consistency, and a steady presence to his client relationships. He works with clients across the country, with strong ties to Florida and his hometown of Green Bay, Wisconsin.
Outside of the office, Scott enjoys golfing, bowling, and spending time with his wife, Stacie, and their Cavalier King Charles Spaniel, Roxy.
Our Services
At the core of our work is comprehensive financial planning. Rather than addressing financial decisions in isolation, we take time to understand the full financial picture and how each element connects.
Our Process
We understand that every client is unique and has specific needs and preferences. That’s why our onboarding process is tailored to each individual. We prioritize getting to know our clients and building a strong relationship. Our goal is to ensure that every new client feels comfortable and well taken care of. Throughout the entire process, we aim to be a valuable resource for our clients. Although our process varies depending on the client’s unique situation, we follow a general framework. Here is what you can expect from our onboarding process.
Do Our Values Align?
Our Ideal Client
Jeff works with individuals, families, and business owners who value education, thoughtful planning, and a long-term view when making financial decisions. Many clients are preparing for retirement, navigating significant life transitions, or planning across generations.
Clients who appreciate open communication, a disciplined planning process, and a collaborative relationship often find this approach aligns well with their expectations.
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.
*This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the loss of principal.
There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Gateway Financial Partners and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
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
Let’s Build a Plan Rooted in What Matters Most
Financial planning is not just about numbers or markets. It is about responsibility, intention, and aligning your resources with the people and priorities that shape your life.
Jeff begins each relationship by listening. Understanding your values, goals, and concerns allows planning to be approached with care rather than urgency. Whether you are preparing for retirement, navigating a major transition, or thinking about the impact you want to have beyond your lifetime, Jeff provides guidance shaped by experience, perspective, and long-term thinking.
This is a collaborative process focused on clarity, education, and thoughtful decision-making over time. If you are ready to begin the conversation, Jeff invites you to reach out.
Our Location
Gateway Financial Partners
Fort Lauderdale, FL
954-977-5150
jeff.masters@mygfpartner.com
