Cater Wealth Management

Cater Wealth Management, founded by Gregory E. Cater, is a specialized wealth management firm with a particular focus on fixed income investments. With over 37 years of experience, we have dedicated ourselves to helping individuals manage their wealth and supplement their income, with the ultimate goal of replacing their paycheck after retirement. We believe in building strong, lifelong relationships with our clients, centered on trust and understanding. Our first objective is to gain a deep understanding of each client's unique financial situation, needs, and goals. This enables us to provide tailored insight and guidance, helping our clients navigate the volatile securities market and work towards their financial aspirations.

As an independent firm, we offer unbiased recommendations that are tailored to our clients' specific needs. We have no sales requirements or obligations, allowing us the flexibility to move with the market and invest in products that our research and experience dictate. We encourage skepticism and transparency, and we invite our clients to research our backgrounds and every written complaint on the FINRA BrokerCheck website ().

At Cater Wealth Management, we pride ourselves on our fixed income expertise, providing liquid, fixed yield solutions for clients who wish to use their wealth to replace their paycheck after retirement. We do not believe in rushing investments, as we build portfolios one investment at a time. This method allows us to educate our clients about each investment, ensuring they understand where their money is and why we have placed it there.

Our Story

At Cater Wealth Management, we hold the belief that excellence in a specific aspect of business is superior to mediocrity in everything. Based in Magnolia, Texas, our firm is dedicated to providing fixed income solutions for clients seeking to replace their paycheck after retirement. Our independent business model allows us the autonomy and discretion to put our clients at the center of all investment strategies and business decisions. This ensures that our clients' needs and goals drive all decisions, while we leverage our partnerships to pursue these unique visions for the future.

We are proud to be affiliated with Cetera Advisors, a leading broker-dealer in the industry. Cetera Advisors facilitates trades on our clients' behalf, ensuring their regular auditing and adherence to specific net capital requirements. They provide us with the resources we need to offer superior service and maintain strong relationships with our clients. Our relationship is defined by independence and freedom to recommend solutions that best suit our clients' needs, with no sales quotas or proprietary products to fulfill. With Cetera Advisors' support, we effectively serve our clients while leveraging their tools, technology, and expertise.