Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. is an SEC-registered investment adviser headquartered in Lexington, Massachusetts. Founded in 1986, the firm offers investment management and comprehensive financial planning services primarily to individuals and high net worth clients. The firm employs approximately 24 people, with 62% in investment-focused roles, and is led by principal shareholders Matthew A. Lasker, Gary D. Pomerantz, and John Casimir Slupski, III. Wingate Wealth Advisors provides independent, fee-only advisory services, emphasizing tailored financial strategies and high-touch, personalized client relationships.
Investment Strategy
Wingate Wealth Advisors, Inc. delivers continuous, personalized investment management based on detailed assessment of each client's goals, risk tolerance, time horizon, and liquidity needs. The firm develops a tailored Investment Policy Statement for each client and predominantly manages accounts on a discretionary basis. Investment recommendations encompass mutual funds, ETFs, corporate and municipal securities, US government securities, and certificates of deposit, with the use of third-party managers primarily accessed via no-load mutual funds. Clients can set reasonable restrictions on specific securities or sectors, ensuring portfolios align with their values and objectives.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.20% | $5.8M | 12,029 | $470.88 | $485.77 | +$2.9M |
F FNDX | SCHWAB STRATEGIC TR | 4.59% | $5.2M | 209,862 | $23.99 | $24.54 | +$2.0M |
F FNDF | SCHWAB STRATEGIC TR | 3.54% | $4.0M | 99,402 | $34.17 | $40.02 | +$701.1K |
D DGRW | WISDOMTREE TR | 3.17% | $3.6M | 42,439 | $81.06 | $83.74 | +$465.9K |
T TCAF | T ROWE PRICE ETF INC | 2.79% | $3.1M | 88,772 | $33.20 | $35.28 | +$178.7K |