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Wingate Wealth Advisors, Inc. logo

Wingate Wealth Advisors, Inc. Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Wingate Wealth Advisors, Inc. is an independent, fee-only wealth management and financial planning firm focused on addressing the personal financial needs of individuals and families. Based in Lexington, Massachusetts, the firm emphasizes a planning process that aims to align investment strategy with each client’s goals and circumstances.

Founded in 1986, the company operates within the financial services industry as a small advisory practice. In October 2025, Wingate Wealth Advisors was named to CNBC's Financial Advisor 100 list for the year.

Find Wingate Wealth Advisors, Inc. employees' phone numbers or email addresses

Wingate Wealth Advisors, Inc. Global Highlights

Location
Employees

North America
47

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  • United States Of America
    47

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Wingate Wealth Advisors, Inc.'s Leadership

  • Stylized image of a person
    W. W.
    President
    Mobile Phone
  • Stylized image of a person
    E. G.
    Certified Financial Planner Financial Planner
    Mobile Phone

Wingate Wealth Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Human Resources
  • Other
  • Legal

Contact profiles from Wingate Wealth Advisors, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. W.
    President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    E. G.
    Certified Financial Planner Financial Planner
    Mobile Phone
    Nov 29, 2023

Frequently Asked Questions

What is Wingate Wealth Advisors, Inc. known for?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc. was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-781-862-****
. Explore Wingate Wealth Advisors, Inc.'s company overview page for more information.

What is Wingate Wealth Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wingate Wealth Advisors, Inc. email formats with LeadIQ.

How many employees does Wingate Wealth Advisors, Inc. have currently?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc. has approximately 31 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wingate Wealth Advisors, Inc.'s key employees and leadership?

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As of July 2026, Wingate Wealth Advisors, Inc.'s key employees include:

  • President: W. W.
  • Certified Financial Planner Financial Planner: E. G.

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