Individual Financial Advice


Here at Wingate, we provide you guidance that is customized to you and your unique circumstances. Our vast knowledge spans many financial topics, and we can hone in on the ones that are relevant to you. These become the building blocks of your financial plan to steer us moving forward.

We can help advise you in the following areas:

Education Funding

529 Plans, Custodial Accounts, Financial Aid, Grants & Scholarships

Financial Management

Goal Setting, Budgets, Cash Flow, Tracking, Tax Planning

Investment Management

Risk Tolerance, Time Horizon, Strategies, Asset Allocation, Investment Selection, Rebalancing

Retirement Plans

Pension, 401(k), 403(b), IRA, Roth, Social Security

Corporate Benefits

Stock Options, Deferred Compensation, Health Savings Account, Concentrated Positions, Non-public Stock

Insurance Coverage

Long Term Care, Property & Casualty, Life, Disability, Health, Medicare

Estate Planning

Wills, Trusts, Guardians, Healthcare Proxy, Durable POA, Beneficiaries, Tax Strategies, Gifting

Special Situations

Aging Parents, Special Needs Child, Chronic Illness, Disability, Life Transitions (Job Loss, Divorce, Loss of Spouse, etc.), Nursing Home / Hospice Care, Business Sale

Suddenly Single

Loss of a Spouse or Partner, Separation, Divorce

Start Planning Your Future Today