David D'Herete - UBS Financial Services Inc.

Gateway Wealth Management, part of UBS Financial Services Inc. in Columbus, OH, specializes in sophisticated wealth management and strategic planning for a select group of successful families, entrepreneurs, and corporate executives. Their experienced team, which includes a CERTIFIED FINANCIAL PLANNER and other certified specialists, is dedicated to helping clients navigate complex financial transitions, from business ownership transfers to retirement planning.

Committed to building long-term relationships, Gateway Wealth Management focuses on understanding each client's unique needs and delivering customized financial strategies. With a comprehensive approach and access to a robust network of experts, they empower clients to make informed decisions that enhance their financial well-being and legacy.

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