The Gateway Team
Serving the greater St. Louis, MO area.
Talk to the team
Location
St. Louis, MO 63127 (314) 858-9090
A team behind every plan
Our diverse services define our approach to financial management. Knowledgeable experience, attentive service, and a CPA on the team helps ensure that we’ll address your financial needs comprehensively. We pride ourselves on the work we do, to help our clients feel confident in their financial future. Our perspective is hallmarked by trustworthiness, personability, and deep industry knowledge, which allows us to create a comfortable environment for discussing complex financial topics. We think our clients appreciate our dedication to education—with our goal for unrivaled service that makes you feel understood and valued. With the Gateway Team, you’ll know financial planning that’s as down-to-earth as it is thoughtfully delivered.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
St. Louis, MO
10733 Sunset Office Drive, Suite 225
St. Louis, MO 63127
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
St. Louis, MO
St. Louis, MO 63127
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Newsroom and Resources
View AllU.S. News: Patrick Ray Featured in “What Is the Maximum Possible Social Security Benefit in 2025?”
GOBankingRates: Patrick Ray Featured in “8 Common Mistakes Retirees Make with Their Social Security Checks”
GoBankingRates: Michael Corgiat Featured in “8 Ways To Transition Into Retirement When You Haven’t Saved Enough”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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