Wingate Wealth Advisors, based in Lexington, Massachusetts, is ranked No. 29 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.4 billion
Accounts Under Management: 2,891
Years in Business: 39
- Accepts clients in all 50 states
- Physical offices in Massachusetts
- $2 million minimum asset threshold
Leadership and Contact Information:
Gary Pomerantz, senior financial advisor and partner
Matthew Lasker, senior financial advisor and partner
John Slupski, senior financial advisor and partner
wingatewealthadvisors.com
450 Bedford St., Lexington, MA 02420
(781) 862-7100
