At Wingate Wealth Advisors, we know choosing a financial partner raises a lot of questions. Below you’ll find answers to the ones we hear most often about who we are, how we work, and what you can expect. If you don’t see what you’re looking for, we’d be happy to talk with you directly.
Yes, our firm is a fiduciary, meaning we are legally and ethically obligated to act in our clients’ best interests at all times. As a fee-only firm, we do not receive commissions or incentives, ensuring our advice is objective and aligned with your financial goals.
Wingate launched in 1986 and proudly offers 11 Certified Financial Planners® averaging 30 years of industry experience. Wingate continues to grow as a unified ensemble practice, where our advisors and departments collaborate to provide comprehensive, strategic financial guidance. This team-based approach ensures clients benefit from collective expertise, continuity, and a higher level of service tailored to their unique needs. We are also honored to be recognized on the 2024 CNBC Financial Advisor 100 list for the third year in a row. Read more about this recognition here.
Individuals undergoing significant life transitions can greatly benefit from our services. We specialize in assisting clients facing events such as retirement, career changes, equity compensation, inheritance or sudden wealth, marriage, and loss of a spouse. Our team provides guidance to navigate the financial complexities of these transitions, helping you make informed decisions and achieve financial stability.
Wingate provides comprehensive goals-based financial planning, including investment management and retirement, tax, estate, contingency, and equity compensation planning. Our financial planning process ensures your strategy stays aligned with life changes, personal goals, and evolving economic conditions. By helping you navigate investment decisions and optimize planning opportunities, we aim to maximize your financial success. Read more here.
We don’t typically engage in one-time financial reviews or project-based arrangements. Since 1986, our firm has built a reputation for fostering deep, long-term relationships. Our valued clients appreciate the continuity and trust that comes from our commitment to understanding their evolving financial needs and providing consistent, personalized guidance. Schedule a complimentary meeting to discuss how our fee structure supports your long-term financial success.
Yes, we offer a complimentary initial consultation, which can be scheduled in person or virtually. During this meeting, we’ll discuss your financial goals and address any questions you have about our services and process. Reach out to schedule a consultation here.
We offer meetings both in person at our office located at 450 Bedford Street, Lexington, MA and virtually via videoconferencing. Prospective and active clients can choose what works best, and we can easily share visuals online.
We are pleased to say that many of our clients are word-of-mouth referrals through existing clients and trusted professionals. We feel this reflects our ongoing commitment to providing exceptional service and the trust clients place in us. We’re deeply grateful for our dedicated team and for our clients’ continued confidence in our ability to guide their financial decisions.
We work with leading and trusted custodians such as Charles Schwab and Fidelity. Their robust platforms provide secure account access, research, and operational support, which allows us to focus on delivering personalized, fiduciary advice for you.
Our investment philosophy centers on building well-diversified portfolios designed to support your financial plan. We take into account your goals, risk tolerance, time horizon, and unique needs, and apply a consistent, research-driven approach across all client portfolios. By emphasizing diversification and disciplined portfolio design, we help you stay aligned with your long-term objectives. Read more here.
We start with conversations about what matters most to you—your goals, values, and the priorities you want your wealth to support. From there, we use industry-leading tools such as MoneyGuidePro, Holistiplan, and other specialized investment and planning software to analyze your situation, project different scenarios, and visualize possible outcomes. The result is a plan that combines data-driven insights with a clear understanding of your unique circumstances, so you feel confident about the path forward. Read more here.
