Working Together


At Bates Wealth Strategies, we are a team of expert fiduciary financial advisors with a proven process to help clients clarify, simplify, and achieve their financial goals. Our goal is to provide a comprehensive plan for your entire financial world. We’ll discuss strategies that help protect your assets, minimize your tax burden, and support advantageous growth for the future. We specialize in helping successful individuals and business owners simplify their wealth, and we build strong relationships that make your life less stressful and more peaceful.