Helping in special circumstances

Throughout your life’s journey, you may become caught up in certain events that require information and guidance above and beyond what a typical wealth manager will provide.

At Wingate, we have a genuine interest in the special circumstances you may encounter—and we have the expertise to help you through them.

We participate in continuing education and are constantly engaged in research, both of which keep our knowledge fresh and current. On a number of special topics, we have prepared white papers for our clients. These topics include:

• Concentrated stock positions
• Divorce planning
• Identity theft
• Long-term care planning
• Income tax and estate tax planning