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
