D. Gates Wealth Management

1708 Southeast 47th Street, Cape Coral, Florida, 33904

Counties Served: Florida - Collier,Lee

Financial Advisor

About D. Gates Wealth Management

We, at D. Gates Wealth Management, along with LPL Financial, are dedicated to helping our clients make informed financial decisions about issues that affect their financial needs, goals, and objectives. We strive to help clients to create a sense of financial well-being toward pursuing financial freedom. Additionally, we work with clients to determine what is important in their lives be creating a comprehensive financial plan centered around their values.

Whether you're just starting out or you've already built a strong financial foundation and want to know what's next, D. Gates Wealth Management can help you take the next step.


  • Cash Flow Planning
  • Investment Management
  • Retirement Planning
  • Social Security Optimization
  • Education Funding
  • Insurance & Risk Management
  • Tax Management Planning
  • Estate Planning


  • Risk Analysis
  • Investment Policy Development
  • Tax Management Planning
  • Portfolio Management


  • Retirement Planning
  • Group Benefits
  • Profitability Analysis
  • Succession Planning

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Additional Services Offered

D. Gates Wealth Management

Financial Services

For over 20 years, Danielle has been helping professionals and their families gain a sense of clarity and confidence about their financial future. She is driven by her desire to help people turn their complicated and often overwhelming financial pictures into goal-based, comprehensive wealth management strategies that they can feel good about. Danielle~s commitment to helping her clients navigate their financial lives has served as the foundation for her financial services practice, D. Gates Wealth Management. Danielle Gates is a Certified Financial Planner and her personal goal is to be a lifetime resource for each and every client. In her free time, Danielle enjoys pedaling her bike through local trails and beaches, hiking, and traveling.


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