Joshua Bliss

Joshua has expertise in alternative investments and insurance planning. His dedication to client success is reflected in his 93% retention rate during his transition to independent practice. He is a skilled mountain climber with successful climbs across the world including Everest Basecamp in Tibet.

SOCIAL MEDIA

about me

ABOUT US

Joshua Bliss has climbed mountains throughout the world

Joshua Bliss successful climbs include Mt. Kilimanjaro, Everest Basecamp, the Matterhorn, and many others. is a financial professional with 19 years of industry expertise. As founder of Gateway Capital Management, he manages a $105M book of business for 65 clients, focusing on customized, low-cost portfolios. Joshua offers comprehensive financial planning, specializing in alternative investments.

With nearly two decades in the financial services industry, Joshua Bliss has built a $105M book of business for 65 clients. As a Senior Financial Advisor, he specializes in alternative investments, complex planning, and insurance

with 19 years of experience

Joshua Bliss is a Senior Financial Advisor

Specializing in holistic financial planning and portfolio management. Founder of Gateway Capital Management, he has built a $105M book of business, focusing on risk tolerance and market adjustments. Joshua’s expertise spans alternative investments, insurance planning, and fostering referral relationships to provide comprehensive financial services for his clients.

senior

Financial Fundamentals

1

Founder of Gateway Capital Management

He emphasizes fiduciary portfolio management and holistic retirement planning. Joshua partners with professionals across industries to offer clients a broad range of services, retaining 93% of his clientele during his transition to independence.

2

Specializes in building personalized portfolios

Tailored to risk tolerance. He manages $105M in assets through his firm, Gateway Capital Management, where he offers comprehensive financial and retirement planning. Joshua’s expertise spans complex financial strategies and alternative investments.

3

Excels in building fee-based, customized portfolios

His deep understanding of alternative investments and insurance allows him to provide clients with tailored financial solutions. Joshua is dedicated to adjusting portfolios based on economic conditions and market trends. His personal pursuits include trail hiking and running.

With nearly two decades in financial services

As the founder of Gateway Capital Management, Joshua’s client-focused approach includes comprehensive fiduciary portfolio management, estate planning, and insurance services. His expertise in alternative investments, such as hedge funds, positions him as a trusted advisor to high-net-worth individuals and business owners. He hosts popular travel VLOG, and Bucket List Bliss,

Joshua Bliss

A financial advisor with 19 years of experience

founded Gateway Capital Management to provide his 65 clients with fee-based, customized portfolio solutions. Joshua is skilled in alternative investments and insurance planning, tailoring strategies to client risk tolerance. His career includes a successful transition to independence, retaining 93% of his clients. He completed the Seven Summit Challenge in Phoenix Arizona among other successful climbs throughout the world.

Joshua Bliss

Experience

Joshua credits his many mentors for their contributions to his success, both personally and professionally.

Prioritizes long-term client relationships

Joshua’s deep market knowledge ensures portfolios align with changing economic conditions. He is an avid international mountain climber and enjoys hiking and trail running.

Senior Financial Advisor

Specializing in comprehensive portfolio management and holistic financial planning. Founder of Gateway Capital Management, he manages a $105M book of business. Joshua has expertise in insurance planning and alternative investments.

Financial planning services

Joshua provides fee-based, customized portfolio management and holistic insurance, and retirement planning, he partners with estate planners and other professionals to deliver comprehensive, long-term financial solutions tailored to his clients’ unique needs.

Expert in building portfolios tailored

Joshua is an expert in building portfolios tailored to risk tolerance. He has in-depth knowledge of alternative investments and insurance planning, ensuring his clients receive comprehensive, customized financial strategies.