Gateway Wealth Management

UBS Advisor Podcasts

59:15

Meeting Our Increasing Power Demand

Andrew is joined by Ryan Kennedy, Founder and CEO of Atom Power, and Larry Ostema, Chief Revenue Officer at SunEnergy1. The business leaders share their backgrounds, the challenges and opportunities they face, as well as their visions for the future of power.

27:35

From Attorneys to Co-Founders: How Summit Law Came to Fruition

Candace talks with Brandy Milazzo and Erika Erlenbach, Managing Partners and Co-Founders of Summit Law to discuss the rewards and challenges of running their own business, what it's like being partners, and an interesting story on how they met.

33:24

Effective tax planning for business owners and individuals

In this episode, Andrew is joined by David Kostmayer with GBK Advisors. They explore various tax planning tips and strategies that everyone should consider to optimize their financial health. www.gbkcpas.com

42:18

The Next Stage: Leading with Purpose, Living with Impact

In this episode, we sit down with Mike Whitehead, CEO and Founder of the Center for Intentional Leadership. Andrew and Mike discuss the process of executive coaching and how they steer clients towards creating an uncommon impact. https://www.centerforintentionalleadership.com/who-we-are/#mike-whitehead

17:48

Wellness Beyond Wealth: Elevating Health for Retirement

In this episode, we explore the unique health challenges and opportunities faced by individuals as they approach retirement. Join us as we discuss strategies for maintaining physical and mental well-being with Dr. Michelle Fritsch of Propel Comprehensive Wellness. https://www.propelyourwellness.com/


Contact information

Gateway Wealth Management
6100 Fairview Road
Suite 900
Charlotte, NC 28210

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