D. Gates Wealth Management

My goal is to provide families and business owners with assistance in achieving their financial goals and dreams. I have the skills, knowledge and experience required to help meet clients' established goals. My personal goal is to become a lifetime resource for each and every client.

To receive free communications from me, click here. Only e-mail is required.

To access your accounts, please choose one of the two options below:


  • Enables you to access your brokerage accounts, as well as accounts held directly with product vendors
  • Provides ability to view entire household's accounts with one login
  • Allows you to view/print reports regarding your portfolios   


  • Enables you to access your brokerage accounts only
  • Shows account information from previous business day's close, or intraday
  • Includes balances, holdings, cost basis, activity, projected cash flow, order status, and account profile
  • Gives access to statements, confirms, and tax statements (including 1099s) and allows opt-out of paper delivery of these items
  • BillSuite access enables clients to pay bills through the website, using your brokerage account funds
  • Provides market information including delayed quotes and news services
  • Includes access to financial/investing educational materials


  • For our financial planning clients only
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the states of  [AZ, CO, FL, GA, IL, MA, ME, NH, NJ, NY, OH, TX, VA, VT]  No offers may be made or accepted from any resident outside the specific state(s) referenced.