Business Details
27 Years
experience
Trusted Financial Advisers for Retirement Planning
At Tate Wealth Management, we specialize in crafting personalized retirement strategies designed to protect and grow your wealth. With over two decades of experience serving the Dallas-Fort Worth area, our team of certified financial planners and investment professionals prioritizes your financial security through comprehensive planning. We combine deep industry expertise with a client-centered approach, offering tailored solutions in asset protection, tax-efficient strategies, and legacy planning. Our commitment to transparency and lifelong client relationships ensures your retirement vision becomes a reality. Backed by SEC-registered investment advisory services and a network of specialists, we deliver trusted guidance to navigate complex financial challenges.From retirement income planning to estate management, our holistic approach addresses every facet of your financial future. We empower clients with actionable knowledge through educational resources like our complimentary retirement guide, helping you make informed decisions. Our proven four-step processdiscovery, strategy, implementation, and legacy planningensures your plan evolves with your changing needs. With a focus on innovation and integrity, we strive to be the partner you can rely on for confident, enduring financial success.
Services
Wealth Management
Retirement Income Strategies
Investments
Annuities
IRA Legacy Planning
Tax-Efficient Strategies
Asset Preservation
IRA/401(k) Rollovers
Estate Planning
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of specialized retirement planning expertise in Dallas-Fort Worth.
- Our team holds prestigious CFP and CFA designations with SEC-registered advisory services.
- We provide holistic wealth management through four proven client-centered steps.
- Our legacy planning ensures tax-efficient asset transfer to future generations.
- We combine personalized strategies with professionally managed investment portfolios.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards
- SEC Registered Investment Adviser
- Chartered Financial Analyst (CFA) Institute
Services
Wealth Management
Our wealth management services provide holistic financial strategies combining investment advisory, tax planning, and asset protection. We create customized portfolios aligned with your risk tolerance and long-term goals. Backed by SEC-registered advisory services and professional CFA expertise, we ensure comprehensive wealth growth and preservation.
Retirement Income Strategies
We design sustainable income streams for retirement through systematic withdrawal strategies and annuity solutions. Our approach ensures financial security while adapting to market changes and personal circumstances. We focus on creating lasting income that supports your desired retirement lifestyle without depleting principal assets.
Tax-Efficient Strategies
Our tax-efficient strategies minimize liabilities through Roth conversions, tax-loss harvesting, and strategic asset location. We optimize after-tax returns while maintaining investment objectives. These approaches help preserve wealth for both current needs and future generations through legally compliant methods.
Estate Planning
We coordinate with legal experts to create comprehensive estate plans that ensure smooth asset transfer. Our strategies minimize estate taxes and administrative costs while honoring your wishes. We implement trusts, beneficiary designations, and other tools to protect your legacy for future generations.
IRA/401(k) Rollovers
We evaluate existing retirement accounts to determine optimal rollover strategies. Our specialists help consolidate accounts, access tax advantages, and align investments with overall financial goals. We ensure compliance with IRS regulations while maximizing growth potential for your retirement savings.
People
Stacey L. Tate
President | CEO
CERTIFIED FINANCIAL PLANNER with 25+ years serving Dallas retirees. Developed specialized retirement strategies at Tate Wealth Management since 1999. Holds business degree from Jacksonville University and financial planning certificate from SMU.
Dean Zayed
Founder | CEO of Brookstone Capital
JD and LLM tax attorney with CFP designation. Founded SEC-registered Brookstone Capital Management. Provides investment advisory infrastructure for affiliated financial planners nationwide. Northwestern Law graduate with advanced taxation expertise.
Mark DiOrio
Chief Investment Officer
CFA charterholder leading investment strategy at Brookstone. 20 years portfolio management experience including global tactical asset allocation. MBA from Benedictine University. Produces quarterly market reports and advisor training materials.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies including income planning, asset protection, tax-efficient solutions, and legacy planning tailored to individual financial goals.
Are you qualified to provide financial advice?
Our team holds CFP, CFA, and SEC-registered adviser credentials with decades of combined experience in wealth management and investment planning.
How do you customize financial plans?
We use a four-step process assessing your unique circumstances, creating personalized strategies, implementing tailored solutions, and updating plans as life changes.
What investment approaches do you use?
We offer diversified portfolio strategies matching risk tolerance, including professionally managed portfolios and tactical asset allocation frameworks.
How are estate planning services handled?
We collaborate with legal professionals to create tax-efficient estate plans ensuring smooth asset transfer to beneficiaries while minimizing liabilities.
