We have a different story to tell because at Cater Wealth Management we specialize in fixed income. We understand that our clients are looking for income focused investments. For over 37 years we have been helping people manage their wealth, supplement their income, and ultimately replace their paycheck after retirement.
We understand that the key to success is to build a strong, lifelong relationship with our clients centered on trust. That is why our first objective is to establish a deep understanding of each client’s individual needs. Once we understand your individual financial story, we can provide unique insight and guidance that will help you navigate the volatile securities market and work toward reaching your goals.
As an independent firm, we offer unbiased recommendations that are catered to your specific needs. We have no requirements on what we sell and thus have the flexibility to move with the market and invest your future only in the products that our research and experience dictate.
It is a healthy habit to be skeptical of what you read. The background (including every written complaint) of every broker registered with FINRA can be found at http://brokercheck.finra.org/.
