Making a plan that fits your life

As your Wingate wealth management experience begins, we guide you through an in-depth financial planning process, focusing on your personal goals. What’s more, we see planning as more than just a one-time activity—it’s a process we will revisit as your life evolves.

Paint your picture of success.  What makes you happy? How do you want to spend your time? Who should benefit from your wealth, your values, and your wisdom? Our discovery process helps us understand your goals and establish some key guiding principles for your plan.

Develop your plan.  In this stage, we use our decades of collective expertise to help you address your goals with a comprehensive plan. We focus on the topics that matter most to you, which may include:

Retirement and long-term cash flow planning to help you achieve your future goals and maintain the lifestyle you want
Business planning, from starting something new to pursuing opportunities, dealing with partners, and devising an exit strategy
College planning and funding to help your children, grandchildren, or other beneficiaries with their education; we can even connect you with college admissions consultants to help find the best fit for each student
Estate planning and charitable giving to ensure that you are planning ahead regarding inheritance, tax issues, and even health concerns
Personal risk management to help you stay prepared for unexpected events such as identity theft, a lawsuit, or a disabling illness

Deliver greater value.  We are committed to providing extra assistance as needed for planning issues such as liquidity events, concentrated stock positions, insurance coverages, career changes, home purchases, eldercare options, and more.

Coordinate your financial team. We can pull your entire team together by working with your existing advisors or introducing you to the specialists you need through The Wingate Connection™.