Wingate Wealth Advisors, based in Lexington, MA, is ranked No. 94 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1B
Years in Business:Â 37
Accounts Under Management: 645
Previous appearances on FA 100 List:Â 1 (No. 74 in 2022)
Principals:
Gary Pomerantz, Senior Financial Advisor & Partner
Jeffrey White, Senior Financial Advisor & Partner
John Slupski, Senior Financial Advisor & Partner
Matthew Lasker, Senior Financial Advisor & Partner
Contact:
450 Bedford Street, Lexington, MA 02420
(781) 862-7100
