Newburyport, MA – Stu Steinberg, CFP®, CPA, MBA joins Gateway Financial Partners, a nationally-recognized firm of independent financial advisors, effective November 1, 2025.
This partnership marks an important milestone in Steinberg’s continued expansion along the North Shore and beyond and reflects the shared commitment to delivering fiduciary excellence to advisory clients through wealth management and strategic tax planning services.
As Chief Wealth Strategist, Steinberg is expanding his independent practice into a family office through his partnership with Gateway Financial Partners, bringing nearly 30 years of holistic advisory experience to the North Shore. His practice focuses on areas such as retirement planning, tax-efficient investing, and multi-generational wealth strategies. Known for his genuine connection with clients and his ability to make complex financial concepts understandable, he takes the time to learn each client’s story before developing strategies that reflect their goals and values.
“My partnership with Gateway represents an opportunity to deliver an even higher level of service to my clients,” said Steinberg. “Through this collaboration, we can offer the depth and sophistication often associated with large national firms, while maintaining the independent and personalized, boutique experience our clients value.”
Based out of Glastonbury, CT, Gateway Financial Partners provides advisors to a robust advisor-support ecosystem that includes advanced technology, operational resources, and practice-growth infrastructure. The partnership allows his team to operate with greater scale, while staying true to the same values and culture that has contributed to Eaglerock’s many years of success.
“Gateway Financial Partners is built to empower independent advisors like Stu who want to grow their practices while retaining control over how they serve their clients,” said David Wood, Founder and Chief Visionary Officer of Gateway. “We are proud to provide the resources and platform that allow advisors to focus on what matters most—the relationships they’ve built and the value they deliver.”
About Gateway Financial Partners:
Gateway Financial Partners supports independent financial advisors across the country by providing access to operational, marketing, leadership, and technology resources. The firm’s mission is to empower advisors to grow their practices while maintaining full ownership and independence in how they serve their clients.
Visit us at Gateway: https://mygfpartner.com/stu-steinberg-massachusetts-financial-advisor/.
Contact:
Stu Steinberg, CFP®, CPA, MBA
Chief Wealth Strategist & Family CFO
Phone: 978-864-9581
Email: stu.steinburg@mygfpartner.com
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