Finance is our expertise. Service is our passion.

Welcome to The Cates Team website

With more than 100 years of combined experience, our team believes that proper asset and portfolio allocation are the biggest factors of long-term investment results for individuals, businesses and nonprofit organizations. We believe in tailoring portfolios that are sensitive to and in line with important moral and ethical considerations of our clients. We put our clients’ interests first with high-quality service, and stay active supporting our local nonprofit and community organizations.

 

 

 

Proud to work with a national award-winning teammate

At The Cates Team we are very proud that financial advisor, Chris Cates, is a recipient of the following prestigious awards:

  • 2021 Barron's Top 1200 Advisor State by State

It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Chris!

Client risk prevention

Identity theft. Fraud. Scams. Seniors and vulnerable adults may be victimized in many ways. At RBC Wealth Management, we are committed to protecting you and the people you care about from these risks. Please contact us for more information and help determining next steps for your personal situation.

The Financial Impact of Dementia

A diagnosis of dementia in you or a loved one can have a devastating impact on you—physically, emotionally and financially. View the video below to hear from children’s author Nancy Carlson on her family’s experiences and download The Financial Impact of Dementia today.

SusTech: Sustainability through technology

Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. Read the full economic outlook in the latest edition of Global Insight.

It's all about staying connected

Thank you for trusting us as your wealth management partner.  Our commitment to you goes beyond sharing our knowledge and expertise.  We are also committed to consistent and valuable communication, because it's essential to a partnership.  This website will never take the place of our direct communication, but we think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary.  We see it as one more way for us to stay connected.

Latest Insights

Have we seen the top for yields?

The economic data through April has been good news, but the drop in global yields suggests the opposite. We provide our thoughts.

Read more