Access your account holdings, values, performance and activity as well as your quarterly reports within the Orion portal. Also, you can upload documents to or download documents from your secure dropbox.
Access your financial plan and the ability to create “what-if” scenarios
Wingate Wealth Advisors is honored to have been named to CNBC’s 4th annual Financial Advisor 100 listfor 2022, 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 39,000 RIAs. There was no direct or indirect compensation exchanged in connection with obtaining our ranking. To learn more about the methodology, click here.