Bates Wealth Strategies, LLC

10/05/2026

This month celebrates something we believe deeply...
A financial plan isn't just about numbers.
It's about helping people live with greater confidence, purpose, and peace.

09/28/2026

A little professional update we’re excited to share! 🤍

Heather recently earned her Chartered Life Underwriter® (CLU®) designation!
The CLU® focuses on advanced education in risk management and insurance planning — helping clients think through how to protect what they’ve built, care for the people they love, and plan well for the future.

For Bates Wealth Strategies, continuing education is really about one thing: being better equipped to serve our clients through all the different seasons and pivots life can bring.

We’re so grateful to keep learning, growing, and adding more tools to the toolbox. 🤍

09/23/2026

09/13/2026

Some of the greatest financial lessons are passed down through generations.
What's one money lesson you've never forgotten?

08/21/2026

What a wonderful article in TYLER TODAY celebrating 10 years of the CHRISTUS Trinity Mother Frances Foundation Women’s Board and A Toast to East Texas! 🥂

Our founder, Heather Bates, has had the privilege of being part of the Women’s Board since the very beginning of A Toast to East Texas and has watched this incredible group of women turn generosity into meaningful impact for families across East Texas.
This year, every dollar raised through A Toast to East Texas will help enhance the new 10-bed Pediatric Intensive Care Unit at CHRISTUS Mother Frances Hospital – Tyler, helping children receive critical care closer to home.
Ten years of women coming together. Ten years of our community showing up. Ten years of parties with a purpose. ❤️
Cheers to 10 years—and to the impact still to come!

08/10/2026

Back-to-school season reminds us that preparation matters.
The same is true for your financial future.
The best time to prepare is before life demands it.

06/21/2026

Today we celebrate the dads who lead, support, and show up—day in and day out.

The providers.
The teachers.
The steady voices through every season.

We’re grateful for the impact you make in your families and our community.
– Bates Wealth Strategies

06/13/2026

Congratulations to the Class of 2026!

A season of hard work, growth, and big accomplishments—followed by even bigger opportunities ahead.

Graduation isn’t just an ending, it’s the start of something new.

Here’s to new goals, new paths, and a future full of possibility.
– Bates Wealth Strategies

06/05/2026

June is Widows Awareness Month.

Behind every widow is a story of love, loss, and incredible strength.
It’s a journey no one plans for—and one that often comes with emotional and financial uncertainty.

We believe no one should have to navigate that path alone.

With the right support and guidance, it’s possible to find clarity, rebuild confidence, and move forward—one step at a time.

We see you. We support you
– Bates Wealth Strategies