The Tate Group

Founded by Bob Tate in 1971, the Tate Group has been a leading provider of wealth management and tax advisory services to some of the country’s most select high net worth individuals, small business owners, and family offices for nearly 50 years.

But what distinguishes us from our competitors is our emphasis on people, both clients and staff. Our foremost responsibility is to ensure the success of our clients. That is why our single greatest investment is our team—we are constantly seeking out the most promising and knowledgeable talent in the industry, allowing us to continuously improve our shared expertise and the quality of the services that we provide our clients.

Clients who work with us quickly recognize that we are committed to their success, receiving individualized attention from team members who embody the quality, integrity, and professionalism that they expect from our firm as a whole.

We invite you to take a moment to learn more about the Tate Group’s team members, and how they can help you with your specialized financial needs.