The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

74. Wingate Wealth Advisors

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Wingate Wealth Advisors, based in Lexington, MA, is ranked No. 74 on the 2022 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.1B

Years in Business: 36

Accounts Under Management: 633

Previous appearances on FA 100 List: 0

Principals:

Jeffrey White, Senior Financial Advisor & Partner

Gary Pomerantz, Senior Financial Advisor & Partner

Contact:

wingatewealthadvisors.com

450 Bedford Street, Lexington, MA 02420

(781) 862-7100