Understanding Comes from experience
Why do clients choose Gibbs-Cates Wealth Management?
We've all heard the phrase "expect the unexpected", but in reality nobody has a crystal ball. You cannot control the future, but you can plan and prepare so that when the time comes, you're able to make a well informed decision.
At Gibbs-Cates Wealth Management, we pride ourselves in knowing our clients and educating them so that they can be engaged in their own lives. We specialize in the complex because that's when our clients need us the most. We are transition planners meaning that we are with our clients every step of the way. Whether it's planning for retirement, children, career changes, business valuations, business sales, or divisive family matters, our services make our client's lives better.
How we do it?
We design a process around you by first sitting down for a discovery meeting. We pride ourselves in being an active audience with you to truly foster an intentional relationship that will serve you and your family for years to come. We then put together a plan that coincides with who you are as a person and what you desire to accomplish. Because we maintain open lines of communication with you, this will be a plan that adapts with your life. By planning with purpose, we help you to be an active participant in your life so that you can stay aware of what may lie ahead.
Bonnie Gibbs, CFP®, CIMA®, CDFA®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Certified Divorce Financial Analyst (CDFA®)
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303-267-3012
Brian C. Cates, CEPA®
Senior Vice President - Wealth Management
Financial Advisor
Certified Exit Planning Advisor (CEPA®)
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303-267-3043
Michael C. Cates, CFP®
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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303-267-3045