Wingate Wealth Advisors, LLC

Wingate Wealth Advisors is an independent, fee-only wealth management firm in Lexington, MA serving individuals and families since 1986. The firm offers comprehensive financial planning, investment management, and retirement planning services delivered by CFP-certified advisors with decades of combined experience. They use a collaborative, customized approach that combines solid planning fundamentals with leading technology to help clients align their investments with their specific financial goals and life circumstances.