Let us help you take your business to the next level.
Are you ready to take your financial services career to the next level? Wingate Wealth Consultants offers the partnership, resources, and expertise you need to break through earnings plateaus and become a retirement income planning specialist. Join us and discover how our experience can help you reach your next goal.
Let us help you take your business to the next level
Wingate Wealth Consultants is a privately owned financial services firm built on integrity, education, and results. We specialize in:
Retirement income planning
Life insurance with living benefits
Annuities
Tax-free strategies
Holistic financial solutions
Our team is made up of independent brokers and financial professionals who are passionate about helping individuals, families, and business owners protect their future and build lasting wealth.
Explore Our Tailored Wealth Management Solutions
Expertise across all financial fronts, tailored just for you.
Training & Development
Comprehensive training resources and product education to enhance your expertise and client services capabilities.
Case Designs
Expert case design by experienced professionals who understand the complexities of financial planning.
Carrier Access
25 years of building relationships with A-rated carriers, providing you with direct contacts and dedicated underwriting teams.
Exclusive Access to Mastermind
Through our exclusive partnerships with the National Retirement Foundation and Mastermind, you’ll have pre-set appointments with high-net-worth, highly qualified clients placed directly on your calendar every week.
