Bates Wealth Strategies, LLC

08/31/2026

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

05/25/2026

Today, we remember.

On this Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

Their courage, service, and sacrifice will never be forgotten.
With gratitude,
– Bates Wealth Strategies

05/10/2026

Today we celebrate the women who give so much of themselves—day in and day out.

The planners.
The protectors.
The encouragers.
The steady presence through every season.

We’re grateful for all the incredible moms in our community and the impact you make every single day.

Wishing you a day filled with love and appreciation.
– Bates Wealth Strategies

05/01/2026

May is Mental Health Awareness Month.

And one thing we see often—but isn’t talked about enough—is how closely financial stress and mental health are connected.

Especially during life transitions like divorce.

The decisions feel heavier.
The unknowns feel bigger.
And the pressure to “get it right” can feel overwhelming.

You don’t have to carry all of that alone.

Having a clear financial plan isn’t just about numbers—it’s about creating space to breathe, think clearly, and move forward with confidence.

If you're navigating a season like this, we’re here to help.

04/15/2026

Whether you’ve already filed or you’re wrapping things up today, this is a great time to take a step back and look ahead.
Tax Strategy isn’t just about April—it’s about making smarter decisions all year long.
If you have questions about how taxes fit into your overall financial plan, we’re here to help.
– Bates Wealth Strategies

*For specific legal or tax questions please consult with your legal or tax professionals.