Power of a team approach
believe that success in all matters comes from knowing what to expect
and committing to the actions that will increase the likelihood of
meeting those expectations. We take pride in our ability to deliver a
positive wealth planning experience. Taking the time to understand our
clients well, allows us to build a unique, goal focussed strategy. "
team approach provides our clients with further insight, expertise, and
specialization all in one place, from a team who knows who they are.
Brown and Carolyn Bate are both trained Wealth Advisors focussed on
integrating investment knowledge with clients’ individual financial
goals. Suzy and Carolyn share a commitment to helping their clients
simplify the investment world thereby a clear plan and path for success.
This strategy is then complemented by regular review and updates to
Specialized expertise for clients
this complex world of investing, Suzy and Carolyn assist their clients
in navigating their way through to a comfortable retirement, which
includes considerations for passing on an estate to loved ones or
charity. Carolyn specializes on strategic solutions for clients so
that they can plan to retire with comfort, structure their assets
tax-effectively, and organize their estate to recognize their wishes
along with the appropriate insurance to protect their families. Suzy
specializes on the investment strategy that links client’s goals to the
investment decisions that get them there. This plan is then closely
monitored and reviewed with clients directly. Clients pay a fee for an
inclusive set of services combining the talents of Suzy and Carolyn.
A commitment to proactive service
are busy, and finances can be complex. Suzy and Carolyn have a
commitment to service clients proactively through regular meetings,
calls and taking care of the details. This allows their clients to
focus on their careers and families. Regular contact and staying on top
of changing rules and policies allows the team to get in front of what
needs to be done for clients.
Suzy Brown, Carolyn Bate and Jacqueline Tang
Brown Bate Wealth Advisory Team
Relationship Driven Results