Founded in Alabama, built for Alabama. GatePoint Capital has been empowering local businesses and individuals with smart financial solutions for over 20 years.
GatePoint Capital was founded with one clear purpose: to give Alabama businesses and individuals access to the same quality of financial expertise that large corporations rely on — without the complexity or inflated costs.
Based at 1912 Rigby Street, we've grown from a small advisory firm into a full-service capital and financial services company serving hundreds of clients across the greater Montgomery area.
We believe financial guidance should be clear, honest, and built around you. Every strategy we deliver is designed to protect, grow, and sustain your financial future.
Our values aren't just words — they're the standards we hold ourselves to on every client engagement.
We give honest assessments, transparent fees, and straightforward advice — even when it's not what you expect to hear.
No one-size-fits-all solutions. We take the time to understand your goals before recommending any financial strategy.
Our team holds top industry certifications and brings decades of real-world financial experience to every engagement.
We focus on sustainable financial outcomes — not quick wins. Your long-term prosperity is always our priority.
As a Montgomery-based firm, we're deeply invested in the growth and prosperity of our local community.
We keep you informed at every step — no jargon, no surprises, just clear and open communication throughout.
Experienced professionals dedicated to your financial success.
25+ years in financial services. CFA and CFP certified with extensive capital markets experience.
CFA charterholder. Former senior portfolio manager with a background in institutional investing.
Specialises in commercial real estate and business loan structuring across the Southeast.
Dedicated to delivering an exceptional, seamless experience for every GatePoint client.
Ready to experience what a dedicated financial partner feels like? Let's start the conversation.
Contact Our Team