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Access Our Retirement Kit
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  • We are committed to helping retirees and those nearing retirement solve life’s financial challenges while growing and preserving their wealth.

    Since 1999, Stacey Tate CERTIFIED FINANCIAL PLANNER professional has been working with friends and neighbors throughout the greater Dallas-Fort Worth area to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Meet Stacey Tate

    Stacey L. Tate, CFP® professional, is president and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping residents plan their retirement for more than 15 years.

    Learn more about Stacey
    Educational Seminars

    We hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management.

    Register for a seminar
    Our Financial Services

    Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case. We are committed to earning your trust and thoroughly understanding your goals and dreams.

    Learn more about our services

    With Tate Wealth Management, helping you meet your financial needs is our first priority.

    It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Brookstone Capital Management LLC (BCM), an SEC Registered Investment Adviser. Tate Wealth Management, LLC and BCM are independent.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.