Your Gateway to protecting your legacy.

Welcome to Gateway Trust Services, an estate planning partnership you can put your trust in. We offer years of expertise and insight to help you achieve your goals and your financial legacy a reality.

Bring your Legacy to Life and Beyond

Generational wealth transfer requires planning, expertise and ongoing review. Gateway Trust Services combines the resources of your wealth management firm with the expertise and personalized service of a local Trust team.

Personalized Estate planning

Our Trust Officers have a hands on approach to guiding high net worth families through the complexities of wealth transfer.

Charitable Legacy Planning

We guide you through personalized strategies to carry out your charitable legacy goals.

Impartiality and Continuity

As a corporate fiduciary we will be there to execute your wishes in the manner you set forth, without bias.

Discover how we can help shape your family’s financial legacy.

Contact a Trust Officer

Trust Services that Meet your Unique Needs

Investment Strategies
As a fiduciary we use a disciplined approach, building portfolios that that manage risk and return for the beneficiaries in our care.
Directed Trustee
You can keep your current investment advisor and have Gateway Trust Services handle the administration of your estate.
Charitable Giving
Provide strategies and administration for families and charitable institutions.

Meet your Trust Officer

David M. Nelson, CFP, CTFA, ATFA

Managing Trust Officer

918.528.4957 david.nelson@gatewayfirst.com View profile