Welcome to Wingate
Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families.
Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure your investment plan is aligned with your particular needs, goals and circumstances.
We believe that Wingate offers you an ideal combination of knowledge, service and convenience.
What you should know about Wingate
All of our senior advisors and managing partners are CFP®’s (Certified Financial Planners), with an average of 24 years of experience, so you can be sure you will get time-tested guidance when you have questions or face important decisions.
We work closely with you to assess your financial circumstances and to plan your future. We truly get to know you, and, as fiduciaries, your interests always come first. Ours is a collaborative process, where we discuss your options and assist you in identifying the best ways to achieve your goals.
As one of the largest independent wealth managers in the region, we have the ability to offer you all the resources of a bigger firm. However, unlike a big brokerage firm or investment management company, we also offer the personal touch of a smaller firm.
Independently-owned since our inception, we have no public stockholders to satisfy and sell no proprietary products. We focus solely on your best interests, without conflicts of interest or outside influence.
Our technology capabilities are cutting edge, providing you with innovative services and excellent security of sensitive data. We use state-of-the-art financial planning software so we can conduct “what if” scenarios with you in real time. If you are outside our geographic area, we offer video conferencing so we can meet “face-to-face” anywhere.
Based in Lexington, we are conveniently located to serve the needs of clients in the Boston area. When you call Wingate, you will reach a person, not a recording. We value connecting in person when possible and offer ease and accessibility with multiple client meeting rooms and ample parking.