Building a firm on strong principles

To understand the way we work at Wingate, you need to look at the heart of things—the mission and values that have guided our progress.

Mission Statement
Our mission is to help our clients define and achieve their financial life goals. We accomplish this by creating and implementing prudently crafted comprehensive financial strategies. Wingate’s philosophy and collaborative process give our clients confidence that their financial needs and concerns are being addressed. As a result, our clients are able to devote more time and attention to what truly matters in their lives.

We invest in our people and believe in our abilities.

• We invest in people at every level of the firm, creating a team that is capable of understanding our clients’ needs, keeping track of operational details, and making sure our client services are exceptional.
• Our investment in our people is reflected in our emphasis on continuing education and ongoing training. For clients, this means that your team members are qualified to assist you in multiple ways.
• We perform critical functions in-house—such as investment research, financial analysis preparation, and database administration—which many other firms outsource. We keep these functions internal because we believe that nobody else can do them better than we can.
• We focus on client service and results, not on marketing ourselves.
• Our only source of revenue is our clients’ advisory fees—no direct or indirect payments from any third party. This ensures that our advice is genuinely independent and unbiased.