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(952) 777-2096

aaron@gatewaywealthmgt.com

AARON PUTMAN, CFP®

Gateway Wealth management

Independent Guidance Rooted in Integrity, Wisdom, Stewardship, and Authenticity—

Helping You Seek To Grow and Protect What Matters Most

CFP® stands for CERTIFIED FINANCIAL PLANNER® — the gold standard in financial planning.
CFP® professionals complete extensive education, pass a rigorous exam, meet experience requirements, and uphold a fiduciary standard that puts your interests first.

Our founder

AARON PUTMAN, CFP®

Aaron believes that wealth is more than a number—it is a legacy. His approach is rooted in professional responsibility and a deep commitment to his clients. With 32 years of experience, Aaron provides the personalized tools and strategic guidance necessary to navigate the complexities of your financial investments.

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how we help

OUR SERVICES

We provide comprehensive wealth management

strategies designed to serve you!

We build and manage a personalized investment strategy tailored to your long-term goals, proactively adjusting as markets shift and your life evolves.

We prepare plans and approaches that integrate every part of your financial world - investments, taxes, retirement, and estate planning - into one cohesive plan designed to guide your financial future.

We build a personalized retirement plan that aligns your income needs, investments, taxes, and lifestyle goals, giving you clarity and confidence as you move into your next chapter.

No matter what stage of life you are in, the life you’ve built needs protection. We provide an unbiased review of your current policies, clarifying what you have, what you need, and how to optimize coverage without unnecessary cost.

We help you evaluate the best time to claim Social Security by analyzing longevity, income needs, spousal benefits, and tax impact so you can maximize lifetime benefits with confidence.

We help you protect what you've built and pass it on with intention, aligning your assets, values, and long-term goals so your legacy supports the people and causes you care about most.

estate
planning

Insurance
Planning

retirement
planning

FInancial
Planning

social security Planning

Investment
management

Connect with Aaron and his team to build a personalized investment strategy tailored to you!

CALL: (952) 777-2096

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