A complete list of active advisors currently associated with Wingate Wealth Advisors, Inc.

Warmer can help you find a great advisor at Wingate Wealth Advisors, Inc. or one who fits your needs even better.

Wingate Wealth Advisors is an SEC-registered adviser that provides investment management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and retirement plan participants. The firm manages client accounts on both discretionary and non‑discretionary bases, with the majority of assets overseen under discretionary authority. The firm’s process begins with a strategic investment review and a client‑specific Investment Policy Statement, and it implements model portfolios spanning aggressive to conservative objectives. Wingate blends active and passive strategies, typically accesses managers through no‑load mutual funds using institutional share classes, and selects third‑party money managers when a client’s needs warrant it. Distinctive features include its fee‑only business model, under which the firm states it does not accept third‑party compensation, and a stated policy of not voting client proxies (clients retain proxy voting responsibility). The brochure also discloses that Wingate serves as a fiduciary for ERISA clients, has been operating since 1986, and uses custodial platform services that provide institutional trading and support while creating potential conflicts of interest the firm discloses.

To learn more about the advisors currently working at Wingate Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.