Wingate Wealth Advisors, Inc. Employee Directory

Q: What is Wingate Wealth Advisors, Inc. known for?

Wingate Wealth Advisors, Inc. was founded in 1986. Wingate Wealth Advisors, Inc. operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

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.

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

Wingate Wealth Advisors, Inc. Global Highlights

North America
46

United States Of America
46

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Wingate Wealth Advisors, Inc.'s Leadership

R. B.
Chief Operating Officer
Mobile Phone
Email
R. H.
Vice President And Owner
Mobile Phone
Email
W. W.
President
Mobile Phone
Email
G. P.
Partner, Senior Financial Advisor
Mobile Phone
Email
J. S.
Partner And Financial Advisor
Mobile Phone
Email
M. L.
Partner / Financial Advisor
Mobile Phone
Email
J. C.
Director Of Business Development
Mobile Phone
Email
J. E.
Portfolio Manager
Mobile Phone
Email

Contact profiles from Wingate Wealth Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

C. N.
Compliance Officer
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2025
A. B.
No Title
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2024
E. G.
Certified Financial Planner Financial Planner
Mobile Phone
Email
Nov 29, 2023
J. S.
Associate Financial Advisor & Client Relationship Administrator
Mobile Phone
Email
United StatesMassachusetts
Feb 03, 2025
L. W.
Financial Planning Coordinator
Mobile Phone
Email
United StatesMassachusetts
Mar 15, 2024
R. M.
Client Service Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2024
B. D.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. C.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. D.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Wingate Wealth Advisors, Inc. known for?

Wingate Wealth Advisors, Inc. was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 450 Bedford Street, Lexington, MA 02420, US; 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?

Wingate 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?

Wingate Wealth Advisors, Inc. has approximately 31 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of October 2025, Wingate Wealth Advisors, Inc.'s key employees include:

Chief Operating Officer: R. B.
Vice President And Owner: R. H.
President: W. W.
Partner, Senior Financial Advisor: G. P.
Partner And Financial Advisor: J. S.

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