Lexington, MA – December 3, 2024 – Wingate Wealth Advisors LLC, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 for 2024.
This marks the third consecutive year that Wingate Wealth Advisors has made the Financial Advisor 100 which, according to CNBC, “recognizes those advisory firms that help clients successfully navigate their financial lives.” CNBC prepared the ranking methodology in partnership with data provider AccuPoint Solutions, analyzing information on more than 40,000 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, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, total accounts and assets under management, percentage of discretionary assets under management, number of states where the RIA is registered, country of domicile, and an advisory firm’s regulatory/compliance record. There was no direct or indirect compensation exchanged in connection with obtaining the ranking.
Wingate Partner Matt Lasker said, “When our clients’ success is all that matters, it motivates us to show up every day and put in the hard work. To have the opportunity to be recognized on CNBC’s Financial Advisor 100 again this year confirms our commitment to ensuring their success.”
Chief Operating Officer Rich Byron added, “Wingate strives to deliver a consistently superior client experience, and our presence on this list for the third straight year is a testament to our ability to do so. We are honored to have earned a spot on the prestigious CNBC Financial Advisor 100 list again this year and thankful to our clients and Wingate team for making it possible.”
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
Contact: Rich Byron, Chief Operating Officer, [email protected]
