Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Wesley Bates Wealth Management
Team photo for Wesley Bates Wealth Management

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Our advisors

Advisor photo for Don Bates Jr

Don Bates Jr

Financial Advisor

Learn more about Don Bates Jr
Advisor photo for Joe Wesley

Joe Wesley

Financial Advisor

Learn more about Joe Wesley


Our team

Stephanie Thompson

Administrative Assistant