Working with Heather and the Bates Wealth Strategies team has been one of the best decisions I’ve made for my financial future. From the very beginning, they took the time to truly understand my goals, concerns, and values—not just my numbers. The experience is thoughtful, educational, and incredibly empowering.
As a female business owner, I wear a lot of hats and make a lot of decisions—but when it came to financial planning, I knew I needed a trusted guide. Working with Heather and the team at BWS has been an absolute game-changer for both my personal and business finances.
What stood out most to me was how personal and thorough the planning process was and continues to be. Heather didn’t just give me a plan—she gave me clarity and confidence. Whether it was preparing for retirement, managing investments, or ensuring my family’s protection, I felt supported and informed every step of the way.
Thanks to their support and guidance, I feel more confident, in control and now have a financial plan that feels both strategic and deeply aligned with what matters most to me. I can look ahead with peace of mind knowing I’m not just reacting to life—I’m prepared for it.
I wholeheartedly recommend BWS to anyone looking for a truly caring, professional, and forward-thinking financial partner!
Courtney, Business Owner
I work with a lot of different advisors, and you’re undoubtedly the easiest to work with. It’s a breath of fresh air.
Michael, Regional Director
Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.