Our Process

Gatien Strategic Wealth Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, Life In Motion, helps you pursue your financial independence.

This process integrates wealth management with risk and debt management, tax planning, and philanthropy.



We create personalized investment strategies designed to grow and maintain wealth



Our guidance includes strategies for protecting you and your family against the unexpected



Tax planning strategies allow you to keep more of what you earn



Sometimes overlooked but a critical piece of successful planning



Once your own needs are determined to be secure, your attention can turn to how best to pass assets on to your loved ones



Many of the families we work with have causes they care deeply about and we love to help facilitate charitable giving



Includes coordination with your other professionals, educational events and webinars, and our availability to act as a sounding board for your friends and family members

When beginning a conversation with new clients, Gatien Strategic Wealth Management focuses on the three D’s:


  • What do you want to accomplish?
  • What is essential to you?


  • How will we get you there?
  • What services are the best fit for you?


  • Financial and legacy planning
  • Customized strategy implementation
  • Ongoing continuous service
  • Building a lasting relationship

Learn more about our Life In Motion process

Because one of the few guarantees in life is change, our process is designed to ensure that our clients never outgrow our process, they grow into it, as their lives unfold and needs evolve.

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Schedule a consultation

Do you want to know if you’re on track for a work-optional lifestyle? Our first step is an introductory meeting where we discuss your financial and lifestyle goals and what you expect from the financial planning process. We review what you need to know about us, our practice and our approach to financial planning. From there, we decide if we are a good fit to work together. In our experience, this is the foundation of a solid long-term relationship.

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Facing a Critical Life Event?

Retirement, marriage, the loss of a loved one, the sale of a business…Critical Financial Events are sometimes predictable and sometimes random or unexpected. Your life will have its own pattern. We’re here to help you through it all.

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