Complete a financial plan to determine the investment strategy we will need to meet your goals.
Review and discuss your risk tolerance and time horizon.
Determine a “neutral” target asset allocation that is an appropriate balance between:
Determine appropriate adjustments to the target allocation, based on market valuations.
Asset selection
Mix of passive (index tracking) and active (managers trying to better the index).
Keep expenses low.
Maximize portfolio tax efficiency, where possible.
Rebalance periodically and opportunistically.
Whether you are establishing your financial roots, stretching your wealth to new heights, or thinking about a path for the next generation, we can be your guide.
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 can help you achieve your goals.
Wingate Wealth Advisors is honored to have been named to CNBC’s 4th annual Financial Advisor 100 list for 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.