Choosing us as your wealth manager

When you’re ready to work with a financial advisor, you need a guide with well-rounded knowledge and expertise—someone who can help you create a plan that meets your life goals and yet is adaptable as circumstances change.

At Wingate, you’ll find independent wealth management that is both comprehensive and personal.

• Our eyes are only on what is best for you. Independently-owned since our inception, we have no public stockholders to satisfy and sell no products. In an ever-changing world, our commitment to our clients is a constant.
• We are the “point person” for your financial life. We provide sophisticated, objective advice for all of your financial needs, not just your investments. We focus on areas often neglected by other firms, such as estate settlements, eldercare planning, and legacy planning.
• Our experienced, talented team brings you excellent service. Wingate’s collective expertise is formidable, and you benefit from the shared knowledge of our entire organization. We emphasize ongoing training and education, the latest technology, and continuity of service for our clients. All of the firm’s resources are available to help craft the best solutions for you.
• Our size is just right. As one of the largest independent wealth managers in the region, we have the ability to offer you all of the resources of a bigger firm. But unlike a big brokerage firm or investment management company, we also offer the personal touch of a smaller firm.