Consulting & Management
At the Tate Group, our goal is to answer the single most common question posed by our clients:
Do I have enough?
- PRESERVING WEALTH
- GROWING INVESTMENTS
- MITIGATING TAXES
- PROVIDING FOR RETIREMENT & HEALTHCARE
- PROTECTING THE INTERESTS OF HEIRS
- ENGAGING IN CHARITABLE GIVING
This is a challenging question to answer, as the world is changing, and the old tried-and-true solutions are no longer reliable. We can navigate our clients to their financial future by utilizing a wide range of financial, estate, and income tax consulting services, tailored to their individual needs.
In order to be able to best address the unique considerations and objectives of our clients, we have handpicked a diverse team of financial experts. This allows the Tate Group to identify unique investment opportunities and develop optimized tax mitigation strategies in a way that no other firm can. The Tate Group provides an all-in-one financial solution that isn't one-size-fits-all.
We will work tirelessly to understand your needs and circumstances, so that we can find the answers to your questions that are right for you.
For more than 40 years, the Tate Group has prided itself as being an objective, informed, and honest voice, helping to guide our clients to the best possible custom financial solutions.
It is our team of financial experts, all working under one roof, who allow the Tate Group to abide by these principles. At the Tate Group, our single greatest investment is our team, who bring with them a wealth of experience and talent in evaluating and managing a wide variety of investments, financial instruments, and tax needs.