Lexington, MA – October 2, 2025 – Wingate Wealth Advisors, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 for 2025. This marks the fourth consecutive year that Wingate Wealth Advisors has made the Financial Advisor 100 which, according to CNBC, “recognizes those advisory firms […]

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 […]

Lexington, MA – September 18, 2023 – 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 2023. Wingate Wealth Advisors was one of the few Massachusetts firms that made the top Financial Advisor 100 which, according to CNBC, “recognizes those […]