Whitegate Investment Counselors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$541,053,109
Clients
136
Advisors
3
across 2 offices
About
Whitegate Investment Counselors serves individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management, participant-directed 401(k) plan advisory, IRA rollover recommendations, and focused consulting engagements. The firm manages roughly $545 million in client assets and develops asset allocations and investment recommendations based on client interviews and written data-gathering.
Investment implementation emphasizes tailored asset allocation and mutual fund/ETF analysis, employing a mix of long-term and short-term purchase strategies with occasional use of options or limited margin and consideration of after-tax returns for taxable accounts. Accounts are generally reviewed at least quarterly, and the firm recommends custody with an institutional broker-dealer to access consolidated reporting and aggregated trade execution.
Distinctive for its peer group, the firm does not emphasize comprehensive financial planning and instead offers targeted consulting on specific issues (often billed hourly) with consulting clients typically not receiving formal periodic reviews. The brochure also highlights the firm’s handling of IRA rollover recommendations — disclosing the potential conflict and operating under a special rule to act in clients’ best interests — and notes a relatively large asset base managed by a compact advisory team.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Consulting services billed hourly at $150 to $500 per hour depending on staff
Account minimum: $1,000,000 Minimum fee: $7,500 in annual fees (minimum fee, may be waived) Fee-only: Asset-based fees for portfolio management; hourly fees for consulting ($150-$500/hour)
Main office
See office143 North Main Street, Suite 203
Concord NH 03301
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Illinois · Maryland · Massachusetts · New Hampshire · New York · Texas · Virginia
Also doing business as
Taylor, Cottrill, Erickson And Associates, Inc. · Whitegate Investment Counselors Inc · Whitegate Investment Counselors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Colby W
Series 65
Concord, NH
Whitegate Investment Counselors, Inc.
Colby Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with two years of industry experience. Prior to joining Whitegate, he worked at Queen's University Belfast and the University of New Haven. Whitegate Investment Counselors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management and targeted consulting engagements. The firm manages approximately $545 million in client assets and emphasizes tailored asset allocation and mutual fund/ETF analysis.
Sarah B
Series 66, Series 65
Concord, NH
Whitegate Investment Counselors, Inc.
Sarah Burdette is a financial advisor at Whitegate Investment Counselors, Inc. with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Taylor, Cottrill, Erickson & Associates since 2018 and Harvest Capital Management from 2014 to 2018. Whitegate Investment Counselors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing portfolio management and focused consulting engagements. The firm emphasizes tailored asset allocation and mutual fund/ETF analysis, managing approximately $545 million in client assets with a compact team of three advisors.
Paulette W
Series 65
Concord, NH
Whitegate Investment Counselors, Inc.
Paulette Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with 19 years of industry experience. She has been with Whitegate Investment Counselors since 1995. Whitegate Investment Counselors, Inc. is a privately owned SEC-registered firm providing portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm customizes portfolios based on client-specific factors and employs a range of investment strategies, including individual securities, mutual funds, ETFs, and options, with regular account reviews and a focus on tax considerations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")