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THE TATE GROUP

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FIDUCIARY STEWARDSHIP & TAX PLANNING SERVICES

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FINANCIAL SOLUTIONS

Individuals, business owners and families can find all the financial solutions they need under a single roof with the Tate Group. We work tirelessly for our clients to develop unique solutions that address the varied issues involved in planning for financial success, as well as the uncertainties that arise.

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Bob Tate, a founding partner of the Tate Group, began his public accounting career in 1972. Bob specializes in tax, estate and financial planning for individuals, principals in professional practices, and owners of closely held businesses.

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Bob received his Bachelor of Science in Accounting from the California State University, Fresno, and a Master of Science Financial Planning (Taxation) from the College for Financial Planning.

FOUNDING PARTNER

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ROBERT TATE

FOUNDING PARTNER

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As the managing principal of the Tate Group, Michael Tate’s foremost responsibility is to provide goal-oriented financial solutions customized to the individual needs of each client.

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Tate takes pride in his firm’s ability to work together with clients to identify creative solutions to the challenging financial and tax concerns which confront the Tate Group’s clients.

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MICHAEL TATE

MANAGING PRINCIPAL

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WE WORK COLLABORATIVELY TO ENSURE CLIENT SUCCESS.

THE TATE GROUP’S SINGLE GREATEST INVESTMENT IS OUR TEAM OF FINANCIAL EXPERTS.

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If you have accumulated an increasingly tangled web of financial advisors, investment managers, CPAs, tax planners, and other financial experts, we can help.

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We have assembled a diverse team of professionals specializing in a variety of disciplines. This allows us to provide comprehensive investment and tax solutions that address even the most complex financial matters.

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Our work is complicated, but our goal is quite simple: To develop a personal, sustained relationship with you and fulfill your financial needs, so that you can enjoy peace of mind and focus on what matters most to you.

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A LEADER IN COMPREHENSIVE WEALTH MANAGEMENT FOR MORE THAN 40 YEARS.

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