Wingate Wealth Advisors

At Wingate Wealth Advisors, we're dedicated to helping individuals and families achieve their financial goals. Our team of experienced professionals has a deep understanding of the complexities of personal finance and a strong commitment to providing exceptional service. As an independent, fee-only wealth management firm, we're not beholden to any one investment product or strategy, allowing us to approach each client's situation with an objective and tailored perspective.

Our Firm

Founded on the principles of integrity, expertise, and collaboration, our firm is built around a team of outstanding professionals who share a passion for helping others achieve their financial aspirations. Over the years, our team has developed a reputation for its personalized approach, comprehensive financial planning, and thoughtful investment management.

Our People

Our advisors have specialized expertise in every aspect of wealth management. We combine our best minds to create a powerful team that is squarely in your corner. With a deep understanding of personal finance and a strong commitment to providing exceptional service, our team members are dedicated to helping individuals and families achieve their financial goals.

Who We Serve

At Wingate Wealth Advisors, we're committed to serving a wide range of clients, including:

• Executives and Professionals: Building a thriving career requires strategic financial planning to ensure a secure financial future.
• Pre-Retirees: As you're approaching retirement, it's essential to have a comprehensive financial plan in place to ensure a seamless transition.
• Retirees: Our experienced team helps retirees create a sustainable income strategy and navigate the complexities of retirement.
• Clients in Transition: Whether you're moving to a new city, switching jobs, or facing other significant life changes, we're here to help you navigate this uncertainty.

Our Services

At Wingate Wealth Advisors, we offer a range of services designed to help you achieve your financial goals:

• Financial Planning: Make a plan that's right for you. Our engaging, collaborative process helps you plan for real scenarios in real time by combining solid planning and investing fundamentals, our decades of experience, and leading technology.
• Investment Management: Your investments should be custom-fit for your future. Our experienced financial advisors and research department will design a portfolio that aligns with your specific financial plan.
• Retirement Planning: You dream it; we'll help you make it happen. Translate your wealth into the retirement you want to enjoy. Our conversations will go beyond money to include the goals and dreams you envision for your retirement.
• Equity Compensation: As you navigate the complexities of employee stock options, restricted stock units, and other equity compensation strategies, our experienced team is here to guide you through the process.

Blog

At Wingate Wealth Advisors, we're committed to sharing our expertise and insights through regular blog posts, highlighting the latest developments in personal finance, wealth management, and more. From navigating the latest distribution rules for inherited IRAs to unlocking the power of employee stock options, our blog is designed to help you stay informed and empowered as you work towards your financial goals.