Creating confidence in your long term financial goals.
At Bates Wealth Strategies, we believe the best value you can receive is a customized financial plan. Our plans include honest observations with specific, actionable recommendations that include all areas of your financial, personal and business life, including:
• Investments*
• Wealth Management**
• Retirement Planning
• Insurance Planning
• College Funding
• Legacy and Estate Planning
• Business Planning
Our Expertise
At Bates Wealth Strategies, we are a team of dedicated financial advisors with a proven process to help clients clarify, simplify, and achieve their financial goals. Our goal is to provide a comprehensive plan for your entire financial world. We’ll discuss strategies that help protect your assets, minimize your tax burden, and support advantageous growth for the future. We specialize in helping successful professionals and business owners simplify their wealth, and we build strong relationships that make your life less stressful and more peaceful.