Bates Wealth Strategies, LLC

Bates Wealth Strategies, LLC I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC. Heather B. Bates is not licensed in all jurisdictions.

Bates is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Bates is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securitie

s LLC are New York Life Companies. CA ins lic #4186258. Neither Bates Wealth Strategies. LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Bates Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

821 ESE Loop 323,
Suite 500,
Tyler, TX 75701
(903)594-4897

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Today, we remember.On this Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice f...
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

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

May is Mental Health Awareness Month.And one thing we see often—but isn’t talked about enough—is how closely financial s...
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.

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...
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.

He is risen! And with Him—renewal, hope, and new beginnings.Easter reminds us that even after the hardest seasons, resto...
04/05/2026

He is risen! And with Him—renewal, hope, and new beginnings.

Easter reminds us that even after the hardest seasons, restoration is possible.

At Bates Wealth Strategies, we see this every day—women stepping into a new chapter with courage, clarity, and confidence.

If you’re walking through a transition right now, know this:
*You are not behind
*You are not alone
*And your next chapter can be stronger than you imagine

Wishing you and your family a blessed and hope-filled Easter!

We are sorry for the inconvenience! Please see a message below!
01/26/2026

We are sorry for the inconvenience! Please see a message below!

The year may have come to an end— but smart tax planning is just getting started. - Max out retirement contributions -...
01/01/2026

The year may have come to an end— but smart tax planning is just getting started.

- Max out retirement contributions
- Use your FSA funds
- Make charitable donations
- Harvest tax losses

These small steps could mean big savings come April 2026.

Need help reviewing your options? Book a year-end strategy session today.

From Our Family to Yours!As we reflect on this past year, we are filled with gratitude for the trust and support you’ve ...
12/25/2025

From Our Family to Yours!

As we reflect on this past year, we are filled with gratitude for the trust and support you’ve placed in us. Financial planning is about more than numbers—it’s about people, families, and the dreams we work together to achieve.
From our family to yours, we wish you a holiday season full of joy, peace, and cherished memories. Thank you for allowing us to be part of your journey. We look forward to continuing to grow with you in the year ahead.

Merry Christmas and Happy New Year!

The holidays are coming — and so are the expenses.Here's how to budget without burnout this season: 1. Set a spending l...
12/08/2025

The holidays are coming — and so are the expenses.

Here's how to budget without burnout this season:
1. Set a spending limit (and stick to it)
2. Plan early to avoid impulse buys
3. Track every gift, meal, and event

A little planning now keeps your January stress-free.

Happy Thanksgiving from Our Family to Yours! This season reminds us how much we have to be thankful for—and at the top o...
11/27/2025

Happy Thanksgiving from Our Family to Yours!

This season reminds us how much we have to be thankful for—and at the top of that list is you. We are grateful for the trust you place in us, the relationships we’ve built, and the opportunity to walk alongside you as you plan for the future.
From our family to yours, we wish you a Thanksgiving filled with warmth, joy, and time spent with the people who matter most. Thank you for allowing us to be a part of your journey!

Address

821 ESE Loop 323, Suite 500
Tyler, TX
75701

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

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