About Us

Independent Planners That Add Clarity To Your Future

At GateHouse Financial, we are an independent fiduciary planning firm located in Manchester in Central, Vermont & beyond. We prioritize client education to help you understand your entire financial landscape, allowing you to look to the future with clarity and confidence.

Our Core Values

Our core values drive every decision, showing our commitment to your financial well-being. Our team tirelessly supports you at every stage, so we can help you reach your goals.

Personalized Service

We design tailored portfolios to help you meet your unique goals by taking the time to truly understand your needs and aspirations. Our mission is to be trusted partners in your financial journey.

Generational Continuity

We ensure seamless service across generations. Protecting your family legacy is a priority for us. We develop broad-ranging plans to transfer wealth and values across generations.

Bringing Clarity to Finances

We simplify making a plan by helping organize and account for assets and tailoring education to your current level of financial literacy. Clarity empowers you to make informed and goal aligned-decisions.

Experienced and Analytical

Our team brings deep knowledge and extensive experience in creating your financial plan. We develop thorough, proactive, and adaptable strategies to guide you through any financial opportunity or challenge.

A Team of Experienced Advisors Dedicated To Your Success

We will adopt an analytical perspective to help clients pursue their financial goals with confidence.

David M. Gates

Retired Financial Advisor

info@archstonefinancial.net

Peggy L. Filer

Administrative Assistant

(802) 549-6225

Peggy@gatehousefinancial.com

James P. Coleman

(802) 549-6232

jamie@gatehousefinancial.com

We Make Finance Simple

Confidence is a by-product of clarity. We help you get both. This is done by simplifying the planning process, organizing your assets, and tailoring financial education to your needs. With this guidance, you will be empowered to make more informed decisions that align with your goals.

Protecting Your Family Legacy

Your family is your number one priority. We help protect their legacy by creating personalized, comprehensive plans. These strategies are designed to seamlessly transfer your wealth across generations.

Create a Plan and Pursue the Lifestyle, Retirement, and Legacy You Desire

Get in touch with us today to speak to one of our advisors and gain more confidence about your future now.

Let's Talk

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Who We Work With

We work with clients from different backgrounds, professions, and industries, each helping them achieve their goals with tailored financial strategies.

Meet Our Clients

Our Approach

We adopt a personalized approach where we customize a portfolio to help you achieve your goals, so you can live the lifestyle that you desire.

How We Work

Contact Us

We have an experienced team of financial planners who share a wealth of knowledge to apply to a strategy that gives you clarity and confidence. Get started today.

Let's Talk