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$6 trn
UBS Group invested assets
As of 12/31/2024
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 PLANNER TM, 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® is also part of:
Gibbs-Cates Wealth Management
Lets connect
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
As a CERTIFIED FINANCIAL PLANNER TM, 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® 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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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