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.
It Starts with a Plan
Welcome to Wingate
Who Are We?
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.