Independent, fee only, wealth management and financial planning organization.
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
Keywords: financial services
financial planning
(401)k
retirement
wealth management
investment management
Interview Q&A
How long have you been in business?
Wingate Wealth advisors has helping individuals and families since 1986.
What is your primary product or service?
We offer comprehensive financial planning and investment management.
How many locations do you have and do you have plans to expand?
We are located in Lexington.
Provide detailed directions to your location
We are conveniently located 2 minutes off Rt 128
What are your hours of operation?
Our hours are 9:00 - 5.00 Monday to Friday or by appointment
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