Wingate Wealth Advisors, Inc.

Financial Services - Lexington, MA, US

Wingate Wealth Advisors, Inc. Employees
Matthew Lasker

Principal / Financial Advisor

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Carol Khouri

Financial Consultant

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John Slupski

Partner and Financial Advisor

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Lianna Deprey

Financial Planner

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Joe Evangelista

Portfolio Manager

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Carol Newman

Compliance Officer

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Andi McNamara

Director Of Financial Planning

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Wingate Wealth Advisors, Inc. Senior Management
Rich Byron

Chief Operating Officer

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Rich Hayes

Vice President and Owner

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Wingate Wealth Advisors, Inc. Details

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, tailored, and collaborative. Our integrated approach begins with a planning process to ensure your investment strategy is aligned with your needs, goals, and circumstances.

Wingate Wealth Advisors, Inc. logo, Wingate Wealth Advisors, Inc. contact details
Employees: 20 - 49
HQ: 781-862-7100
Location: Lexington, MA, US
Revenue: 2.5 - 5 Million
Financial Planning Investment Management Financial Services Financial Advisory Services
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