Following the declaration of a State of Emergency by Governor Charlie Baker to prevent the spread of coronavirus, Wingate Wealth Advisors has implemented a virus contingency plan.

Most of our employees will be working remotely for the next few weeks. To contact us you can email info@wingatewealthadvisors.com.

Or you may also call us at (781) 862-7100 and leave a message in our general mailbox which will be monitored regularly. Phone calls for specific employees can be forwarded through our company directory.

Thank you for your understanding as we work through this challenging period.

Financial Planning

Financial planning is a dynamic process, not a one time event.
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Retirement Planning

Creating a plan for your retirement now means making your money last for later.
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Investment Management

An investment portfolio is always aligned with your personal goals and your specific situation.
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It Starts with a Plan

We offer 24/7 online account access and interactive financial planning software. We give you the tools to be as involved as you want to be with your financial future.

Who Are We?

Professionals dedicated to serving the personal financial needs of individuals and families.

8

Certified Financial Planners (CFP®’s)

31

Years in Business

20

Years average experience of partners

In an ever-changing world, our commitment to clients is Constant

A Process that Works

Define
Goals

You need to know your goals in order to reach them. We can help you define your real-life needs.

Identify
Action

With your goals more clearly defined, we discuss possible courses of action.

Develop
a Plan

Using state-of-the-art software, we’ll guide you through an interactive planning process.

Review
& Revise

Financial planning is a dynamic process, not a onetime event. We will continue to meet with you over time as your life changes.

Start Planning Your Future Today