Company Email Format Management

Wingate Wealth Advisors, Inc.

Financial Services Lexington, Ma, United States 31 employees

Employees: 31
Contacts: 2
Emails: 2
Phones: 1

wingatewealthadvisors.com LinkedIn

Wingate Wealth Advisors, Inc. Overview

Headquarters: Lexington, Ma, United States
Phone Number: Available in AeroLeads
Website: wingatewealthadvisors.com
Industry: Financial Services
Employees: 31
Founded: 1986
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning and Investment Management

About Wingate Wealth Advisors, Inc.

Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, tailored, and collaborative. Our integrated approach begins with a planning process to ensure your investment strategy is aligned with your needs, goals, and circumstances.

Wingate Wealth Advisors, Inc. Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Wingate Wealth Advisors, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
John Slupski, Cfp®, Mba	Financial Planner and Partner		View
David Khouri, Cfp®, Crpc®, Adpa®	Financial Advisor	Beverly, Massachusetts, United States	Email
Jeff Thompson	Operations Leader	Greater Boston, United States	Email Phone