Integrity. Dedication.
Accountability.
You deserve an advisor who puts your best interests first.
The Advocacy Advantage
At The Wingate Group, we serve as a partner in providing the resources and information you may need to take charge of retirement income planning and your financial life. We don’t just say we are your financial advocate, we proactively implement our proprietary “Advocacy Advantage” financial resource system to help improve your outcomes and help ensure you remain informed and up-to-date on all strategies employed on your behalf.
The result? A simplified financial action plan that charts a course toward your retirement goals.
Custom Services Focused on You
We take a client-first approach to delivering insight, advice and custom strategies to meet your needs and achieve your goals.
Annuities
Insurance Strategies
Wealth Management
Retirement Income Planning
Estate and Legacy Planning
Did you leave something behind with your last employer?
Download our complimentary How to Rock Your Old 401(k) & Avoid Surprise Tax Bills to understand important decisions that can impact your financial future and well-being.
Our Process
We follow a disciplined process to ensure no detail is overlooked as we develop custom financial and retirement income strategies to meet your needs.
Step 1
Get to Know You
Step 2
Draft a Plan
Step 3
Implement
Step 4
Monitor and Adjust
Why not take a second look at protecting your wealth?
Let The Wingate Group give you a free, no-obligation review of your current plan to see if we can help you better protect your wealth.
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch! The Wingate Group proudly serves clients throughout the U.S. and we are here to answer any questions or concerns you may have.
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Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22392 - 2022/11/2
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The Wingate Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.