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.
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.
Services
At Cater Wealth Management we believe that excellence in one focused aspect of business is better than mediocrity in everything. Based in Magnolia Texas, Cater Wealth Management provides liquid, fixed yield solutions for clients who are looking to use their wealth to replace their paycheck after retirement.
Greg Cater is a Registered Principal offering securities through: First Allied Securities, Inc. - Member FINRA, SIPC. Advisory services are offered through First Allied Advisory Services, Inc. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.
Unit Investment Trusts (UITs) are a fixed portfolio of stocks, bonds or other securities. These types of portfolios offer full transparency as of the date of deposit, as well as the mandatory termination date of the trust. While it is not common, a trust may terminate early as described in the prospectus.
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