Secure Future

Secure Future

Our holistic, goal-based investing and family office services provide you the structure, experience, and personalized client service needed so you can enjoy life to its fullest.

Holistic Solutions Designed Around You

Holistic Solutions Designed Around You

Our commitment to acting as your fiduciary goes beyond financial advice; our structure aligns our interests with yours and we believe in transparency across the full spectrum of our ensemble services.

Eastgate’s Ensemble of Excellence

Eastgate’s Ensemble of Excellence

At Eastgate, you will have a primary dedicated service contact but you’ll have more-- Eastgate operates on an Ensemble service model where your needs are met by a full team of staff each with a differing expertise ranging from portfolio management to estate and tax planning delivered with a high touch.

Wealth Management Services

Our comprehensive approach ensemble covers a wide spectrum of wealth management, small business and family office services which may include the following depending on your needs:

Financial Planning

  • Goals-based Financial Planning
  • Retirement Planning
  • College Planning
  • Insurance Analysis
  • Cash Flow Analysis
  • Estate Plan Analysis

Financial Advisory

  • Discretionary Asset Management
  • Asset Allocation
  • Investment Manager Selection

Small Business Services

  • Retirement Solutions
  • 401k Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Defined Benefit Plans

Family Office

  • Comprehensive Financial Planning
  • Custom Family Education
  • Medical Invoice Reconciliation
  • Bill Payment
  • Estate and Wealth Transfer Planning
  • Tax Preparation
  • Investment Tax Planning
  • Risk Management
  • Liability Management
*Family Office Services may be delivered to the client either by John D. O’Malley, Jr., Eastgate staff, through Steven Spector LLC, or through a contractor of either Eastgate’s or the client’s choosing.

Eastgate Capital Wealth Advisors Winnetka North Shore

WHO WE ARE

Eastgate Capital Advisors LLC is a holistic financial advisory practice and family office with an important distinction – a focus on you. The firm understands clients’ needs and customizes its service offerings to meet individual needs. No responsibility too large and no detail too small, Eastgate’s mission is to understand your unique goals for the future and then work with you to accomplish them.

With that knowledge, Eastgate lights a path to the secure future you have always envisioned for your family. The firm’s approach embraces the idea that everyone is unique and clients deserve the highest caliber of guidance and personal service. The firm utilizes the ensemble or team approach, rather than silo model, to deliver client services. The team’s composition of professionals from differing financial backgrounds reflects this ideal and is comprised of seasoned professionals of crucial financial competencies and disciplines.

EASTGATE’S STORY

The Eastgate name was inspired by a sense of security and home. Eastgate’s gate lamp serves as a beacon shining the way and the gate’s iron construction suggests both safety and privacy. Today, Eastgate Capital Advisors functions in the same manner – lighting a path to a secure future and providing clients with the comfort of a safe and familiar location.

The name Eastgate imbues who we are and all that we do. At Eastgate Capital Advisors, we welcome you and come to understand your personal goals and financial situation. With that knowledge, we provide you with the service, protection and privacy you deserve.

Eastgate North Shore Wealth Management
Eastgate Weath Management Process

HOW WE WORK TOGETHER

Eastgate manages client relationships with highly experienced professionals who understand the big financial picture. Our Ensemble Client Service Approach brings together the full spectrum of financial service and family office disciplines, providing clients with the guidance, protection, and service needed to live the life and leave the legacy you’ve always envisioned.

The process begins with a face-to-face meeting centered around the client and firm getting to know each other better and exploring how Eastgate can help. Eastgate does not have account minimums and is a fee-based fiduciary. The firm does not participate in wrap fee programs or offer services via performance-based fees.

Contact Us

When you are ready to take a serious look at your investments

Address:

Eastgate Capital Advisors, LLC

560 Green Bay Road, Suite 101

Winnetka, IL 60093

Phone:

(312) 690-4900