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 […]
For the first time in more than two decades, Massachusetts residents and their families may be able to enjoy new tax-saving benefits. On October 4, 2023, Governor Maura Healy signed the $1 billion Massachusetts Tax Relief Plan, providing tax relief to residents and corporations doing business in the Commonwealth. One notable update included adjustments to […]
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 […]
