Eastgate Weath Management Process


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 multi-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.