"I know a good team when I see it. The professionals at Gateway Financial have given us unprecedented access to the information we need, with total transparency and an unbiased approach to advice that has allowed us to protect our family’s future for generations to come."
- Art Rooney II, President, Pittsburgh Steelers
"When it comes to planning for your future, there is no more important quality to find in an advisor than trust. Gateway Financial has earned my trust through the course of a long-term relationship by delivering great results. Their professionalism and expertise helped simplify and de-risk my insurance portfolio in alignment with my legacy planning. For my entire career, nothing meant more than being able to show concrete results and Gateway delivers on that front, ensuring my family’s long-term multi-generational success."
- Jim Rohr, Former CEO, PNC Private Bank
“I can’t think of a more reputable organization than Gateway Financial nor a more dedicated community leader. Gateway Financial has made a commitment to embrace diversity and strikes the perfect balance of fiscal stewardship, planning, and social responsibility. Insurance benefits play a pivotal role in the attraction and retention of top talent and business succession planning and we are incredibly lucky to have Gateway’s innovative solution and inclusive leadership right here in Pittsburgh.”
- Sabrina Saunders, President and CEO of Vibrant Pittsburgh
"Gateway Financial understands the unique challenges – and opportunities – of a serial investor and entrepreneur. At DNS Capital, we value people and relationships first and the Gateway Financial professionals have created an environment of confidence and transparency that has guided us to create a plan for success that will help preserve the future of our multi-generational family."
- Michael Pucker, President & CEO, DNS Capital
"With Gateway Financial, there are no surprises. That is because Gateway works with the utmost integrity, spending the time to educate its customers on every option available, every opportunity for success. Their meticulous detail and policy design led me to solutions I was unaware of while continuously monitoring my existing policies. Working with the team at Gateway has delivered results as successful as an overtime goal, allowing my family the peace of mind that the future will be secure for our children, grandchildren and beyond."
- David Morehouse, Former President & CEO, Pittsburgh Penguins
"Having worked with Gateway Financial, I appreciate why PNC has chosen to partner with them. I truly understand my insurance portfolio and I know I can depend on Gateway to continue to deliver unwavering commitment and extraordinary service. Gateway has been a great partner to me, employing an unbiased approach and delivering results that will guarantee a solid future for many generations of my family."
- Karen Larrimer, Head of Retail Banking and Chief Customer Officer, PNC Private Bank
Gateway Financial is a national independent insurance advisory firm, established in 1982. Simply put, we help ultra-high-net worth individuals, families, successful businesses, and their advisors understand and properly and efficiently acquire, monitor, and maintain their life insurance policies.
We are passionate about what we do because we believe that life insurance plays a significant role in preserving wealth and protecting the welfare of those we love most…our children and our families. For closely-held businesses, it can mean the difference between business continuity and business closure, or even bankruptcy.
We are passionate about how we work since that, too, is based on our deep-seated beliefs.
- We believe our clients come first and that they deserve the highest levels of honesty and ethical standards. So…we serve as our clients’ advocate when buying their life insurance and while servicing and managing it for their lifetime. Our approach is consultative, client-focused and process-oriented. Our recommendations are based on objective, quantitative and qualitative studies of carriers and suitable products in the marketplace that meet our clients’ current and future objectives.
- We believe our clients are best served by a team of advisors, specialists in their fields who help them make all the right decisions for all the right reasons. So…we collaborate with our clients’ financial and professional advisors, and they partner with us to help ensure that things are done right on an ongoing basis. Our work process, tracking systems, communication practices, Policy Documentation Packages, Insurance Audits and Policy Benchmark Reports are client-focused, but advisor-driven. In turn, advisor referrals account for most of our business.
- We believe that clients and their advisors have many insurance advisors to choose from… and most of them are the same. But our clients are different, a cut above, so we believe that we too must be a cut above. So… we structured our firm and our offerings accordingly.