Finance is our expertise. Service is our passion.

Welcome to The Cates - Romero 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 nationally recognized teammate

At The Cates - Romero Team, we are very proud that Financial Advisor Chris Cates has received several 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!

  • Barron's Top 1,200 Advisor - 2021, 2022, 2023 and 2024
  • Forbes Best-In-State Advisor - 2022 and 2023

The Cates - Romero Team was also names a Forbes Best-In-State Wealth Management Team in 2023 and 2024.

Protecting you and your loved ones

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 can provide tips and guidance helping to 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.

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.