Since 1986, Wingate Wealth Advisors has provided independent financial planning and investment management to individuals, families, retirement plans and organizations. Our approach is comprehensive, helping clients define and achieve their financial goals – generation to generation – through a prudent, long-term plan of action.
Why is our independence important? Independence assures that the guidance we offer is tailored to our clients’ unique situations, rather than a pre-determined menu of products. You can be certain that your wealth management plans are focused exclusively on your personal goals, and that those plans will continuously evolve to assure success.
Areas of Practice
Carol is an accomplished financial advisor with over 25 years of experience in the industry. She has become specialized in financial planning for women. She works with her clients to develop a customized strategy to allow them every opportunity to reach their goals. She has helped hundreds of women overcome the common financial hazards posed by divorce, the loss of a spouse, and other life-changing events. Carol’s goal is to empower women during their complex transitions through education and guidance. As a Certified Financial Planner, and a Certified Divorce Financial Analyst, she has been honored by her colleagues and clients with Five Star Wealth Manager recognition.
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