Wingate Wealth Advisors, based in Lexington, Massachusetts, is ranked No. 77 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.2B
Years in Business:Â 38
Accounts Under Management: 2,810
Previous appearances on FA 100 List:Â 2 (No. 94 in 2023)
Principals:
Jeffrey White, Senior Financial Advisor & Partner
Gary Pomerantz, Senior Financial Advisor & Partner
Matthew Lasker, Senior Financial Advisor & Partner
Contact:
450 Bedford Street, Lexington, MA 02420
(781) 862-7100
