Providing you with an integrated approach

Wingate Financial Group, Inc., is an independent wealth management and financial services organization dedicated to serving the personal financial needs of individuals and families.

We strive to provide advice that is objective, individualized, and timely. Our integrated approach begins with a comprehensive planning process, which ensures that our clients’ investment portfolios are developed in response to their needs, goals, and specific circumstances.

We learn a great deal about our clients, and we care about them—placing their interests first as we work to provide the services they need.

• Wingate was founded in 1986.
• We are independent and employee-owned.
• We offer comprehensive, highly customized wealth management solutions.
• We offer access to a variety of experienced specialists who can advise on highly technical issues.
• We pursue an integrated team approach to client service.