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WWA Top 100 2022
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Tag: Advisors

Categories
  • Equity Compensation
  • Estate Planning
  • Financial Planning
  • General
  • Insurance
  • Investment Management
  • Retirement Planning
  • Tax Planning

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.

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  • 450 Bedford Street
    Lexington, MA 02420
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