Wingate Wealth Advisors Inc
Legal Name: WINGATE WEALTH ADVISORS, INC.
Full Contact Details
Wingate Wealth Advisors Inc
450 BEDFORD STREET, LEXINGTON, MA
781-862-7100
781-861-9707
Other Info
Wingate Wealth Advisors, Inc. is a Massachusetts-based corporation that has been approved by the SEC since 1987. With a team of 26 employees, including 12 who serve as advisors, the firm helps 13 clients to manage their financial affairs.
Lexington MA Fee Only Financial Advisor - Wingate Wealth Advisors
As an independent, fee-only wealth management firm, we bring an exceptional level of service and knowledge to support your financial goals.
Direct Owners
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GARY DOUGLAS POMERANTZ
SHAREHOLDER owns more than 25% but less than 50%
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JEFFREY HAYDEN WHITE
CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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JOHN CASIMIR SLUPSKI
SHAREHOLDER owns more than 25% but less than 50%
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MATTHEW ALLAN LASKER
SHAREHOLDER owns more than 25% but less than 50%