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.
At The Cates Team we are very proud that financial advisor, Chris Cates, is a recipient of the following prestigious awards:
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!
As seniors age, they may become more vulnerable to financial abuse. Age-related mental decline and dementia, as well as becoming more isolated, can cause seniors to make costly financial mistakes. We take very seriously the responsibility of helping safeguard you, your family and your assets from financial fraud and abuse.
Contact us today to discuss ways we can help protect you and your family from financial exploitation.
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.
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.
Learn more about the team
Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.
October 24, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
Safeguarding Assets for the Elderly
October 6, 2017
Socially Responsible Investing
October 20, 2017
Social Security At-a-glance