Hi! I’m David Foster, the founder of Gateway Wealth Management, LLC.
I was born and raised in Quincy, IL, but I’ve been living in St. Louis ever since 2004 when I came down here to attend Saint Louis University. That’s where I met my wife, Aimee. We have been married since 2011, and we have three kids, Daniel, Henry, and Ella.
I spend most of my free time hanging out with my family, but when I do get a little time for myself, I like to spend it playing baseball (yes, actual baseball, not softball), taking long walks through the woods, and teaching myself to play the drums.
Professional Designations
CERTIFIED FINANCIAL PLANNER ®
Chartered Advisor in Philanthropy (CAP)
Retirement Income Certified Professional (RICP)
Affiliations
Financial Planning Association
National Association of Personal Financial Advisors
Primary Location
1034 S. Brentwood Blvd. Ste 1603, Saint Louis, MO 63117
Click the 'Book Intro Call' button above to get in touch. Send us a note or schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
Offers Investment Management
Yes
About Gateway Wealth Management, LLC
At Gateway Wealth Management, we have the ability to make the greatest impact for people who are within 5 years of retirement to 5 years post retirement. That 10 year window is crucial for establishing and executing a plan designed to minimize your tax bill and allow you to live your best life, whatever that means to you. The earlier we begin working with a client in that window, the better.
Here are some examples of the questions we help clients answer:
▪️ When can I retire?
▪️ When should I claim Social Security benefits?
▪️ How much can I spend each month?
▪️ How can I minimize my tax bill?
▪️ Should I take a lump sum pension payment or monthly income?
▪️ Do I need a trust, or is a will sufficient?
▪️ What other estate planning documents should I have?
▪️ Should I change my investment mix as I age?
▪️ How can I avoid the Medicare IRMAA surcharge?
If you're struggling with these questions, please reach out by clicking the 'Book Intro Call' button above to schedule some time to chat.
Education
Saint Louis University, Bachelor's degree, Marketing
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.