Call Today:

803 487-0030

INTEGRITY. DEDICATION.
ACCOUNTABILITY.

You deserve an advisor who puts your best interests first.

THE ADVOCACY ADVANTAGE

At The Wingate Group, we serve as a partner in providing the resources and information you may need to take charge of retirement income planning and your financial life. We don’t just say we are your financial advocate, we proactively implement our proprietary “Advocacy Advantage” financial resource system to help improve your outcomes and help ensure you remain informed and up-to-date on all strategies employed on your behalf. 

The result? A simplified financial action plan that charts a course toward your retirement goals. 

CUSTOM SERVICES FOCUSED ON YOU

We take a client-first approach to delivering insight, advice and custom strategies to meet your needs and achieve your goals. 

Annuities

Insurance Strategies

Wealth Management

Retirement Income Planning

Estate and Legacy Planning

DID YOU LEAVE SOMETHING BEHIND WITH YOUR LAST EMPLOYER?

Download our complimentary How to Rock Your Old 401(k) & Avoid Surprise Tax Bills to understand important decisions that can impact your financial future and well-being.

OUR PROCESS

We follow a disciplined process to ensure no detail is overlooked as we develop custom financial and retirement income strategies to meet your needs.

STEP 1

STEP 2

STEP 3

STEP 4

Get to Know You

Draft a Plan

Implement

Monitor and Adjust

GET ACCESS

How to Rock Your Old 401(k), & Avoid Surprise Tax Bills

“Thank you for contacting The Wingate Group. Your contact request has been submitted and we will be in touch with you soon. If your question is more urgent please feel free to call Monday-Friday 9:00 – 5:00 pm (EST) for a faster response. The number is 803-487-0030.”

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