Lexington, MA – October 27, 2022 – Wingate Wealth Advisors LLC, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 ranking for 2022.
Wingate Wealth Advisors was one of only three Massachusetts firms that made the top Financial Advisor 100 list which, according to CNBC, “recognizes those advisory firms that best help clients navigate their financial lives.” CNBC prepared the ranking methodology in partnership with data provider AccuPoint Solutions, analyzing information on more than 39,000 registered investment advisors in the United States.
A variety of data points were used to evaluate firms, including years in business, number of certified financial planners, total accounts and assets under management, and a clean regulatory/compliance record. There was no direct or indirect compensation exchanged in connection with obtaining the ranking.
Wingate Founding Partner Jeff White said, “We are very grateful to our clients for the opportunity to serve them over the years. Since our founding in 1986, we have been focused on meeting our clients’ needs, and we are pleased at being recognized in this way.”
Chief Operating Officer Rich Byron added, “I’m proud of the work that the Wingate team has done to deliver outstanding service to our clients. We are grateful that our efforts have led us to be one of only three Massachusetts firms to earn a spot on this prestigious list.”
About Wingate Wealth Advisors
Wingate Wealth Advisors is an independent, fee-only wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families.
Since 1986, we have been providing financial guidance that is objective and individualized. Our integrated approach begins with financial planning to ensure a client’s investment plan is aligned with their particular needs, goals, and circumstances.
For more information on our firm and services, please visit www.wingatewealthadvisors.com
Contacts: Jennifer Roberts, Director of Marketing, [email protected].