The Bate Lindsey Rutherford Wealth Management Group is a professional financial advisory group committed to providing our clients with sophisticated wealth management strategies and efficient wealth creation.
We believe that there are better ways to build portfolios in today’s ever changing financial environment. We have found that by employing the world’s leading institutional quality money managers through the Raymond James Private Client Services Group, we can focus on cash flow, reducing volatility, safety of capital and effectively build our clients’ wealth regardless of the current market cycle.
As a CPA, Gerry has extensive financial management and tax experience, and his investment strategies encompass a highly personalized approach to long term financial management and diversified portfolio planning.
Kelly is a Certified Financial Planner with over 15 years of experience specializing in retirement income planning and design of investment portfolios.
Ian has 37 years of experience in the financial services industry.
Client Administrative Assistant
Our team integrates a comprehensive array of services into a focused, goal-driven plan. We offer a full range of services to address sophisticated and often complex wealth management needs.
Some of our most often sought services include:
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