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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
As a CERTIFIED FINANCIAL PLANNERTM and CERTIFIED EXIT PLANNING ADVISOR, I help individuals, families, and business owners plan and invest with purpose by:
-Facilitating in-depth financial discovery meetings to establish short and long-term goals
-Tailoring personalized financial plans and investment strategies
-Providing education about risk, opportunity, and cost effectiveness for various investing tools
-Providing thorough implementation, vigilance and regular communication
For individuals, I help with:
-Life changing events like family deaths or divorce
-Advanced cash flow analysis for estate planning and inheritance
-Philanthropic and charitable giving
For families, I help with:
-Next generation financial education
-Discussions around long held assets, estate planning efficiencies, and charitable gifting
-Transition of privately held business interests
-Establishing what is most important to a family and drafting a “legacy” statement
For business owners, I help with:
-Maximizing qualified savings accounts
-Evaluating business strengths and weaknesses
-Determining the most desirable exit strategy
About me – I’m an avid angler, runner, hiker, and golfer. Additionally, I’m very passionate about volunteering with my local Kiwanis Club. I also love traveling, and going on adventures with my Australian Shepherd - Hank.
If you would like to learn more about me and the Gibbs-Cates Wealth Management team, feel free to reach out via email at michael.cates@ubs.com or phone 303-267-3045. You can also see more at our website ubs.com/gibbs-cates.
CA Insurance - 0M51352
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Michael C. Cates, CFP®, CEPA is also part of:
Gibbs-Cates Wealth Management
Lets connect
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
As a CERTIFIED FINANCIAL PLANNERTM and CERTIFIED EXIT PLANNING ADVISOR, I help individuals, families, and business owners plan and invest with purpose by:
-Facilitating in-depth financial discovery meetings to establish short and long-term goals
-Tailoring personalized financial plans and investment strategies
-Providing education about risk, opportunity, and cost effectiveness for various investing tools
-Providing thorough implementation, vigilance and regular communication
For individuals, I help with:
-Life changing events like family deaths or divorce
-Advanced cash flow analysis for estate planning and inheritance
-Philanthropic and charitable giving
For families, I help with:
-Next generation financial education
-Discussions around long held assets, estate planning efficiencies, and charitable gifting
-Transition of privately held business interests
-Establishing what is most important to a family and drafting a “legacy” statement
For business owners, I help with:
-Maximizing qualified savings accounts
-Evaluating business strengths and weaknesses
-Determining the most desirable exit strategy
About me – I’m an avid angler, runner, hiker, and golfer. Additionally, I’m very passionate about volunteering with my local Kiwanis Club. I also love traveling, and going on adventures with my Australian Shepherd - Hank.
If you would like to learn more about me and the Gibbs-Cates Wealth Management team, feel free to reach out via email at michael.cates@ubs.com or phone 303-267-3045. You can also see more at our website ubs.com/gibbs-cates.
CA Insurance - 0M51352
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Michael C. Cates, CFP®, CEPA is also part of:
Gibbs-Cates Wealth Management
Lets connect
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
