Wingate Wealth Advisors continues to monitor and adapt to guidelines related to the Coronavirus pandemic.
Read more about our policy and contact options here.
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.
Welcome to Wingate
Who Are We?
Professionals dedicated to serving the personal financial needs of individuals and families.
8
Certified Financial Planners (CFP®’s)
35
Years in Business
26
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.