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 advisory firms that help clients successfully navigate their financial lives.” CNBC prepared the ranking methodology in partnership with data provider AccuPoint Solutions, analyzing information on more than 40,000 registered investment advisors in the United States.
A variety of data points were used to evaluate firms, including years in business, number of certified financial planners, total accounts and assets under management, and a clean regulatory/compliance record. There was no direct or indirect compensation exchanged in connection with obtaining the ranking.
Wingate Partner Gary Pomeranz said, “We’re grateful to be recognized again by CNBC as one of the top 100 financial advisory firms in the country. We’d like to thank our Wingate clients for their trust in us. We’d also like to thank our Wingate team for the caring, dedication, and excellence they bring to our client families each day, helping them to plan for their futures, optimize their stock options, and take comfort in the prudent management of their wealth.”
Chief Operating Officer Rich Byron added, “Wingate is honored to have the opportunity to deliver outstanding service to our clients, and we appreciate that our efforts have led us to earn a spot on the prestigious CNBC Financial Advisor 100 list again this year. We take great pride in our firm and team and are glad to be recognized by CNBC for the value we deliver to our clients.”
About Wingate Wealth Advisors
Wingate Wealth Advisors is an independent, fee only wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families.
Since 1986, we have been providing financial guidance that is objective and individualized. Our integrated approach begins with financial planning to ensure a client’s investment plan is aligned with their particular needs, goals, and circumstances.
For more information on our firm and services, please visit www.wingatewealthadvisors.com
Contact: Jennifer Roberts, Director of Marketing, [email protected]
