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Comprehensive Wealth & Tax Planning for Every Stage of Life
Combining financial planning and CPA knowledge to guide you through life’s decisions with clarity and purpose.
Invest in Your
Our Why
At Gateway Financial Partners, we take the time to listen and learn about your circumstances, priorities, and goals so we can look at the full picture of your financial life. By integrating wealth management, tax strategies, retirement planning, estate considerations, and more, we create strategies that are thoughtful, adaptable, and aligned with your vision for the future.
Our approach brings together the strengths of a dedicated team and the specialized knowledge of your advisor. We operate on a simple principle: treat others the way we would want to be treated. That means providing clear guidance, respecting your time, and building relationships based on integrity. With Gateway Financial Partners, you have a partner who sees the whole picture, works alongside you, and stays with you as your needs evolve.
Get to Know Us
The Team That Stands Beside You
Financial planning is a personal process, and we believe it works best when you feel comfortable with the people guiding you. That’s why we take the time to get to know you and make sure you know us. Our team brings together decades of experience in financial planning, tax strategy, and investment management, along with a shared commitment to listening first and building lasting relationships.
We don’t believe in one-size-fits-all advice. Every client has their own story, and our role is to create strategies that reflect your unique circumstances. Whether you’re preparing for retirement, running a business, or planning for future generations, we provide guidance in a collaborative, judgment-free setting.
Stu Steinberg, Chief Wealth Strategist, has been helping clients since 1998. His recognition as a Five Star Wealth Manager (2025)* reflects the care and attention he brings to every client relationship. With the support of our team and the resources of a national firm, we’re here to help you organize your finances, plan for the future, and move forward with clarity and confidence.
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 Five Star Wealth Managers.
Stu Steinberg, CFP®, CPA, MBA
Chief Wealth Strategist
Jim Healy
Director of Wealth Planning
Lynne Legault
Compliance & Office Manager
Our Services
Gateway provides fiduciary services to our advisory clients, first and foremost. We listen, educate, and act in your best interest, always. Come to us with everything you’ve got: dreams, debt, inheritance, heartache. We’ll meet you where you are and chart a course to where you want to go.
Our Process
Do Our Values Align?
The Clients We Serve
The strongest client relationships are built on shared values: respect, understanding, and a commitment to thoughtful decision-making. We work best with people who want more than financial advice—they want a partner who takes the time to listen, asks the right questions, and helps bring clarity to life’s more complex financial decisions.
Many of our clients are professionals with demanding careers, such as physicians, or families who have built and managed significant assets over time. They often face unique challenges: balancing work and family responsibilities, preparing for retirement while caring for loved ones, or planning for the transfer of wealth to future generations. These are important conversations that require care, discretion, and a holistic approach.
At the same time, we recognize that every client brings their own story. What matters most to us is not the size of your balance sheet, but the way you approach your financial life. If you value collaboration, want to see the big picture, and appreciate having a steady partner who stands beside you, we may be a strong fit.
We work best with clients who:
Value open and honest communication
Want to integrate tax and wealth strategies into one coordinated plan
Are preparing for retirement, managing complex financial responsibilities, or navigating family transitions
Appreciate proactive guidance and regular reviews to stay aligned with their goals
Prefer a team approach that brings together financial planning, tax strategy, and long-term perspective
If this feels like you, we’d welcome the opportunity to start the conversation.
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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.
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.
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.
What makes your approach different?
Our combination of financial planning and CPA experience means we look at every decision from both an investment and tax perspective. This holistic approach helps clients make choices that consider not just today but the long-term impact on their families and their future.
How is working with a financial advisor different if I already have an accountant or investment manager?
We often work with clients who already have professionals in their lives. Our role is to connect the pieces—investments, taxes, estate planning, and retirement—into one coordinated plan. Think of us as your financial “quarterback,” helping make sure all the moving parts work together.
I’m a physician with a demanding schedule. How can a financial advisor help me simplify my financial life?
Many of our physician clients have limited time to manage the details of their finances. We provide structure and oversight so you can focus on your career and family while knowing your finances are being monitored and updated. This can include planning for retirement, reviewing insurance coverage, and preparing for long-term financial independence.
What if my financial situation is more complex than most—will I still get personalized attention?
Yes. We specialize in working with clients who have multiple priorities, such as managing investments, planning for retirement, and preparing for wealth to be passed to future generations. Our process is designed to adapt to complexity and create a plan that reflects your unique circumstances.
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.
Do you help with estate and inheritance planning?
We help clients think through the financial and family aspects of estate planning. This includes reviewing wills, trusts, and beneficiary designations and coordinating with estate attorneys when needed. Our role is to make sure your plan reflects your wishes and helps reduce confusion for future generations.
How do you handle financial planning for families with significant assets?
Families who have built or inherited wealth often face questions about how to preserve it, how to involve the next generation, and how taxes will affect their plans. We provide guidance on strategies that bring together investments, taxes, and estate considerations so your financial picture is clear and intentional.
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
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
Begin Mapping Out Your Financial Road Ahead
Organizing your finances and creating a plan for the future doesn’t have to feel overwhelming. Whether you’re looking for guidance on investments, tax planning, retirement strategies, or navigating a major life event, our goal is to help you see your full financial picture and understand the options available to you.
We believe the best first step is a simple one: having a conversation. This is an opportunity to share what’s most important to you, ask questions, and learn how we can work together to address your needs. There’s no obligation, just a chance to explore whether our approach is the right fit for you.
If you’re ready to take that step, we invite you to reach out today. The sooner we begin, the more time we have to align your financial plan with your life today and the future you’re working toward.
Our Location
Gateway Financial Partners
61 Water Street #2
Newburyport, MA 01950
