Michael Gates

Michael Gates has 19 years of financial planning and investment experience. We work in most cases as a fiduciary for our clients. The Gates Group has a deep desire to help its clients understand the investment process and provide them with options through extensive research customized to their situations.  Each client is unique and deserves that white glove experience. Offering high standards in services, customized portfolios, retirement planning, legacy planning and insurance needs. 

Michael and his wife have been married for 18 years and they have three children. We are dedicated to our community, raising our kids, volunteering in youth sports, playing tennis and golfing.

Michael develops personalized, intergraded portfolios that address every stage of life. We follow a discipline investment process that works hand in hand with our clients risk preferences, and investment goals.  

With 19 years of experience in the financial services industry, Michael Gates focuses on managing custom portfolios for highly successful individuals and families on a discretionary basis.