Tate Wealth Management, LLC

We are committed to helping retirees and those nearing retirement solve life's financial challenges while growing and preserving their wealth.
Tate Wealth Management’s mission is to help retirees and those nearing retirement solve life’s financial challenges while growing and preserving their wealth. Our primary focus is on wealth management strategies and comprehensive financial planning.

Stacey Tate, CFP is president and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping local residents plan their retirement for more than 15 years. Her practice focuses on helping retirees and those nearing retirement protect their assets and ensure that their money lasts a lifetime. Stacey has developed a specialty in providing strong, solid retirement planning for those near or in retirement who want to grow and protect their wealth for themselves and their loved ones.