Learn more about the team
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 - 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!
The Cates - Romero Team was also names a Forbes Best-In-State Wealth Management Team in 2023 and 2024.
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.
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.
October 24, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
Safeguarding Assets for the Elderly
May 20, 2022
Charitable giving
Social Security At-a-glance
