let us be your


dream. plan. invest.

let us be your


dream. plan. invest.

It Starts with a Plan

Your financial future is about more than money. As you navigate life’s turns, a strong grasp of your wealth’s potential will help you achieve your goals.

As an independent, fee-only wealth management firm, we bring an exceptional level of service and knowledge to support your financial goals. Our thoughtful perspectives lead to comprehensive, customized, and collaborative financial planning and investment management solutions.

Financial Planning

Make a plan that’s right for you.

Your financial plan needs to fit your life. 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

You shouldn’t have to settle for cookie-cutter investment strategies. 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. Find out what’s really possible.

Experience Matters

We are professionals dedicated to serving the personal financial needs of individuals and families.

Certified Financial Planners (CFP®’s)
Years in Business
Years average experience of partners

Recent Blog Highlight

Wingate Wealth Advisors named to CNBC Financial Advisor 100 List for 2023

Questions? Contact Us!

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Where will your financial journey lead?

Our methodology and innovative use of financial planning and investment technology inspires engaged, authentic conversations that lead to informed decisions. By pairing the right planning and investments with ongoing monitoring and adjustments, we will work toward the achievement of your goals.

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Wingate Wealth Advisors is honored to have been named to the annual CNBC Financial Advisor 100 for 2023, which ranks and recognizes the top-rated investment advisors in the country.

The list is based on a methodology developed by CNBC in partnership with data provider AccuPoint Solutions, taking into consideration data that’s culled from more than 40,000 RIAs. There was no direct or indirect compensation exchanged in connection with obtaining our ranking. To learn more about the methodology, click here.