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!
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.
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.
In this fourth article in the SusTech series, we focus on FinTech, the convergence of finance and technology, which can help make economic growth sustainable by empowering unbanked populations. With the face of finance changing rapidly, we believe there will be investment opportunities in companies that effectively embrace the evolution. Read the full economic outlook in the latest edition of Global Insight.
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
Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.
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