Wingate Wealth Advisors
Wingate Wealth Advisors is an independent, fee-only RIA founded in 1986 in Lexington, MA, providing comprehensive financial planning, investment management, retirement, equity compensation, and estate planning services to HNW individuals, executives, pre-retirees, retirees, and clients in transition nationwide.
- Company typePrivate
- Founded1986
- HeadquartersLexington, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Wingate Wealth Advisors does
Wingate Wealth Advisors is an independent, fee-only Registered Investment Advisor founded in 1986 and headquartered at 450 Bedford Street, Lexington, Massachusetts. The firm provides comprehensive wealth management and financial planning services to individuals and families nationwide, with particular expertise serving executives and professionals with equity compensation, pre-retirees, retirees, and clients navigating life transitions such as inheritance, divorce, or widowhood. Its service suite spans financial planning, investment management, retirement planning, equity compensation planning, estate planning, tax planning, and life transitions planning, delivered through an ensemble practice model with centralized teams for investment management, financial planning, and compliance and operations.
The firm is led by 11 Certified Financial Planners averaging 30 years of industry experience, organized across three generations of advisors with deliberate internal succession from founders Jeffrey White and Peter Frailey to second-generation partners Gary Pomerantz, John Slupski, and Matt Lasker, and COO/Partner Rich Byron (joined 2021). Technology is built on industry-standard third-party platforms: MoneyGuidePro for collaborative financial planning and scenario analysis, Holistiplan for tax planning, and the Orion Advisor client portal for 24/7 account access. Client assets are custodied at Charles Schwab and Fidelity. As a fiduciary, Wingate is compensated exclusively through client advisory fees with no commissions, product sales incentives, or referral fees, operating on a subscription/recurring revenue model. The firm has been named to the CNBC Financial Advisor 100 list for four consecutive years (2022-2025), placing it among the top-rated RIAs out of more than 40,000 nationally.
Wingate Wealth Advisors firmographics
Firmographics- Name
- Wingate Wealth Advisors
- Legal name
- Wingate Wealth Advisors LLC
- Website
- https://wingatewealthadvisors.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Wingate Wealth Advisors is an independent, fee-only RIA founded in 1986 in Lexington, MA, providing comprehensive financial planning, investment management, retirement, equity compensation, and estate planning services to HNW individuals, executives, pre-retirees, retirees, and clients in transition nationwide.
- Ownership category
- akta.pro rank
Wingate Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Wingate Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Lexington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wingate Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Fee-Only Wealth Management and Financial Planning: As an independent fee-only registered investment advisor (RIA), Wingate Wealth Advisors is compensated exclusively by client fees and does not receive commissions, product sales incentives, or referral fees. The firm operates as a fiduciary, legally obligated to act in clients' best interests. They provide comprehensive goals-based financial planning including investment management, retirement, tax, estate, contingency, and equity compensation planning.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Comprehensive wealth management and financial planning services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Wingate Wealth Advisors product offering
Product offeringCore offering
Wingate Wealth Advisors is an independent, fee-only Registered Investment Advisor that delivers comprehensive financial planning and investment management services to individuals and families. Its core practice combines goals-based financial planning, custom portfolio design, retirement planning, equity compensation advisory, estate planning, and tax planning through an ensemble practice model in which advisors and centralized teams collaborate on each client engagement.
Product overview
Wingate Wealth Advisors is an independent, fee-only wealth management and financial planning firm offering a unified suite of services as a single integrated platform rather than discrete modular products. The core offering centers on comprehensive financial planning supported by four interconnected service areas: Investment Management, Retirement Planning, Equity Compensation Planning, and Estate Planning. The firm operates as an ensemble practice with centralized teams for investment management, financial planning, and compliance/operations. Clients receive access to planning tools (MoneyGuidePro, Holistiplan) for scenario analysis, secure client portals (Orion Advisor) for account access, and custodial services through Charles Schwab and Fidelity. Additional specialized services include tax planning, insurance planning, and life transitions planning for clients experiencing significant life events.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive, collaborative financial planning process covering current position analysis, goals planning with real-time what-if scenarios, investment planning, risk management, and estate planning discussions for individuals and families.
- Investment Management Custom portfolio design aligned with each client's financial plan, emphasizing quality investments, fee efficiency, diversification, tax optimization, and long-term discipline.
- Retirement Planning Comprehensive retirement planning including funding needs across retirement phases, Social Security analysis, pension review, tax-efficient withdrawal strategies, and Roth conversion planning.
- Equity Compensation Planning Specialized advisory for stock options, restricted stock, employee stock purchase plans, and other equity compensation packages, including concentration risk management and 10b5-1 plan design.
- Estate Planning Wealth transfer and legacy planning including trust strategies, lifetime gifting, charitable giving, and coordination with estate planning attorneys.
- Tax Planning Tax-efficient investment strategies and income tax optimization integrated into comprehensive financial plans.
- Life Transitions Planning Specialized guidance for clients experiencing significant life changes including retirement, career transitions, inheritance, divorce, loss of spouse, and remarriage.
Quantifiable outcome
- Named to CNBC Financial Advisor 100 for 4 consecutive years (2022-2025)
Companies that use Wingate Wealth Advisors
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles5 records
Wingate Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature2 records
Wingate Wealth Advisors partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and supporting.
- Charles SchwabcoreCharles Schwab serves as a primary custodian for client accounts. Clients access monthly brokerage statements, transactions, trade confirmations and tax forms through Schwab's platform. The firm leverages Schwab's robust platform for secure account access, research, and operational support.
- Fidelity InvestmentscoreFidelity serves as a custodian option for client accounts, providing robust platforms for secure account access and operational support alongside Charles Schwab.
- Orion AdvisorcoreOrion Advisor provides the client portal for account access, allowing clients 24/7 access to account holdings, values, performance, activity, quarterly reports, and secure document sharing.
- MoneyGuideProcoreMoneyGuidePro is the primary financial planning software used by Wingate advisors to create comprehensive financial plans, run scenario analyses, and visualize possible outcomes for clients.
- HolistiplansupportingHolistiplan is used for specialized tax analysis and planning as part of the comprehensive financial planning process.
- Eric R. Prichard, Esq. (The Law Office of Eric R. Prichard)supportingEstate planning attorney featured in blog content on special needs planning. Collaborates with Wingate to provide comprehensive estate planning guidance for clients with special needs family members.
- Rebecca MacGregor, Fides LawsupportingEstate planning attorney at Fides Law in Newton, Massachusetts consulted for blog content on wealth transfer and estate planning strategies.
- Jessica Varney, CPA (Tuxedo Tax & Consulting)supportingCPA and tax professional owner of Tuxedo Tax & Consulting consulted for blog content on SECURE 2.0 Act changes and retirement tax planning strategies.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Wingate Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Carson Wealth: Carson Wealth is a fee-only RIA with a multi-advisor ensemble model and explicit emphasis on succession planning and internal continuity — closely paralleling Wingate's structure, target client (HNW families and executives), and fee-only fiduciary philosophy.
- Creative Planning: Creative Planning is one of the largest independent fee-only RIAs in the U.S., offering comprehensive financial planning, investment management, retirement, tax, and estate services — directly comparable to Wingate's full-service wealth management offering and goals-based planning approach.
- Edelman Financial Engines: Edelman Financial Engines is a large fee-only wealth management firm offering comprehensive financial planning, investment management, and retirement income strategies — directly comparable in fiduciary model and full-service planning approach for mass-affluent and HNW clients.
- Mariner Wealth Advisors: Mariner is a large independent RIA providing comprehensive financial planning, investment management, tax, and estate services to HNW individuals and families — comparable in service breadth, fee-only fiduciary positioning, and ensemble practice model.
- Sanctuary Wealth: Sanctuary Wealth partners with high-performing advisors to operate independent practices under a shared platform — directly comparable in supporting an ensemble, multi-advisor wealth management model with comprehensive financial planning and investment services.
Broad incumbents
- Fisher Investments: Fisher Investments is a large, well-known independent RIA managing portfolios for HNW individuals and institutions — overlapping with Wingate's investment management offering and serving a comparable executive/retiree client base, but at significantly greater scale.
- Schwab Wealth Advisory: Charles Schwab's in-house wealth advisory service — directly competing with Wingate for fee-only advisory clients, leveraging the same custodian infrastructure Wingate uses and increasingly bundling planning services at scale.
- Commonwealth Financial Network: Commonwealth is a large RIA-supporting broker-dealer and wealth management organization serving independent advisors — comparable as a competitor for independent advisor affiliations and as an incumbent provider of similar fee-based planning and investment services.
Emerging players
- Facet Wealth: Facet Wealth is a digital-first financial planning firm offering flat-fee advice from CFPs — competing for the same mass-affluent and emerging-HNW segment as Wingate, with a tech-enabled delivery model that pressures traditional RIAs on cost and convenience.
- Empower (Personal Capital): Empower (including Personal Capital) is a hybrid digital + human-advice wealth management platform targeting mass-affluent and HNW clients — an emerging competitor combining technology tools with advisor relationships in ways that increasingly overlap Wingate's virtual-delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Wingate Wealth Advisors social profiles
Digital presenceWingate Wealth Advisors compliance and trust
Trust signalCompliance2 records
Wingate Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wingate Wealth Advisors leadership team
Management profileNumber of profiles
Profiles6 records
Wingate Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wingate Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wingate Wealth Advisors
What does Wingate Wealth Advisors do?
Wingate Wealth Advisors is an independent, fee-only Registered Investment Advisor that delivers comprehensive financial planning and investment management services to individuals and families. Its core practice combines goals-based financial planning, custom portfolio design, retirement planning, equity compensation advisory, estate planning, and tax planning through an ensemble practice model in which advisors and centralized teams collaborate on each client engagement.
Is Wingate Wealth Advisors a public or private company?
Wingate Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wingate Wealth Advisors founded?
Wingate Wealth Advisors was founded in 1986. It employs 11 to 50 people.
Where is Wingate Wealth Advisors based?
Wingate Wealth Advisors is headquartered in Lexington, United States, in the North America region.
How does Wingate Wealth Advisors make money?
One revenue line is on record: fee-Only Wealth Management and Financial Planning.
Who are Wingate Wealth Advisors's main competitors?
Direct peers on record are Carson Wealth, Creative Planning, Edelman Financial Engines, Mariner Wealth Advisors and Sanctuary Wealth. Broad incumbents are Fisher Investments, Schwab Wealth Advisory and Commonwealth Financial Network. Emerging players are Facet Wealth and Empower (Personal Capital).
Does Wingate Wealth Advisors have an API?
No public API is recorded for Wingate Wealth Advisors.
What industry is Wingate Wealth Advisors in?
Wingate Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.