Gregory S. Will
BESTGATE WEALTH ADVISORS
Frederick, MD 21704
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CRD#: 7065990
Professional summary
Gregory S Will, CFP®, CIMA® is a registered financial advisor currently at BESTGATE WEALTH ADVISORS, LLC located in Frederick, Maryland.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Gregory has worked at 2 firms .
Biography
Greg is a financial advisor with over ten years of financial services and tax experience. He earned a Bachelor's of Science in Accounting and a Master's of Science in Taxation from the University of Baltimore, and completed the Investment Management Theory and Practice program at Yale. Greg specializes in retirement planning because he enjoys helping clients remain financially secure so that they can make the most out of their retirement. Greg also has an expertise in advising stock option recipients, high net worth individuals, and trusts. Greg has a passion for minimizing clients’ taxes so that they can keep more of their hard-earned money, he enjoys the challenge of incorporating advanced tax planning into holistic financial plans for clients.
Greg is a member of several professional organizations, serves on the board and as treasurer of the Financial Planning Association in Maryland, regularly presents seminars for professional groups, and has testified as an expert witness. Greg enjoys spending his free time with his wife Anna and three sons Christian, Samuel, and Marcello.
What do all those letters stand for?
CPA- Certified Public Accountant
CFP®- CERTIFIED FINANCIAL PLANNER™
CIMA- Certified Investment Management Analyst
MTAX- Masters in Taxation
RMA- Retirement Management Advisor
PFS- Personal Financial Specialist
CFE- Certified Fraud Examiner
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BESTGATE TAX & ACCOUNTING ADVISORS, LLC ADDRESS: 321 BALLENGER CENTER DRIVE, STE 202, FREDERICK, MD 21703 START DATE: 12/01/2018 DUTIES/TITLE: PRINCIPAL - PUBLIC ACCOUNTING #HRS/MO DURING TRADING HOURS: 2 INVESTMENT RELATED: NO Gregory Stephen Will is owner of GSW Management, LLC. This entity is used for the work Mr. Will conducts under Bestgate Tax & Accounting Advisors, LLC and Bestgate Wealth Advisors, LLC. This entity does not provide any services to clients. He spends approximately 1 hour a month on this outside business activity. INVESTMENT RELATED: NO
CRS (Client Relationship Summary) - RIA
Click below to view Gregory S Will's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
June 17, 2019 - Present
BESTGATE WEALTH ADVISORS, LLC
Office #1: 5100 Buckeystown Pike Ste 290, Frederick, MD 21704RIA
CRD#: 301639
Frederick, MD
Past
March 4, 2019 - April 8, 2019
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
BETHESDA, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BESTGATE WEALTH ADVISORS, LLC
BESTGATE WEALTH ADVISORS, LLC
CRD#: 301639 / SEC#: 801-132305
RIA
Registered Investment Advisory firm - (3/28/2025 Approved)Maryland
Registered Investment Advisory firm - (4/2/2025 Terminated)Texas
Registered Investment Advisory firm - (3/22/2023 Terminated)Virginia
Registered Investment Advisory firm - (3/31/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(6/17/2019)
Exams
Current Firm
BESTGATE WEALTH ADVISORS, LLC
BESTGATE WEALTH ADVISORS, LLC
CRD#: 301639 / SEC#: 801-132305
RIA
Registered Investment Advisory firm - (3/28/2025 Approved)Maryland
Registered Investment Advisory firm - (4/2/2025 Terminated)Texas
Registered Investment Advisory firm - (3/22/2023 Terminated)Virginia
Registered Investment Advisory firm - (3/31/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5100 Buckeystown Pike Ste 290, Frederick, MD 21704
Mailing Address
Phone number
(301) 662-7220
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 109 |
| AUM (Assets Under Management) | $ 129,204,736 |
Red Flags
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