Forging Your Financial Future
Financial Planning is a Family Affair
One of the best ways to achieve financial success and establish a lasting legacy is by working with a qualified advisor who has your best interests at heart. We work with generations of family members to navigate a wide range of financial challenges.
If you’ve benefitted from our services, we would be grateful for an introduction to others in your circle. After all, the most valuable measure of our success is your referral. We would be honored to reach out to your family and friends to schedule a complimentary, no-obligation consultation.
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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.