Wingate Wealth Advisors, Inc.

06/10/2026

How do you transfer wealth to the next generation in a way that reflects your values and protects the people you care about?

For many families, the answer involves more than a will. Trusts, gifting strategies, Roth accounts, and life insurance can all play a role in helping wealth transition smoothly across generations.

In our latest blog, we explore several wealth transfer strategies and key considerations for building a thoughtful legacy plan. We also collaborated with estate planning attorney Rebecca MacGregor of to highlight important legal and planning considerations along the way.

Read more: https://www.wingatewealthadvisors.com/estate-planning/transferring-wealth-to-the-next-generation/

05/20/2026

Community connections matter.

This past weekend, Lianna Deprey spent time at meeting neighbors, local families, and fellow community members as part of her ongoing involvement in the town she calls home.

We’re proud to support advisors who build meaningful relationships through genuine local engagement and community involvement. Thank you to everyone who stopped by to say hello!

05/18/2026

We’re celebrating 40 years of Wingate Wealth Advisors 🎉

Since 1986, we’ve had the privilege of helping individuals and families navigate life’s financial decisions with thoughtful, personalized planning.

What started as a small firm has grown into a collaborative practice, bringing together experience across all areas of financial planning and investment management to better serve our clients.

If you’re curious about who we are and how we work, we just launched an updated page that shares more about our team and approach:

👉 https://www.wingatewealthadvisors.com/our-firm/

Thank you to our clients, partners, and community for being part of the journey.

05/04/2026

Cybercrime isn’t new—but the way it shows up is changing.

What used to be easy to spot is now far more subtle. Messages look legitimate, voices sound familiar, and scams often unfold over multiple steps—not just a single email.

As we move through 2026, a simple framework can help cut through the noise:

- Was this unexpected?
- Is it asking for money or sensitive information?
- Is there a sense of urgency?

If the answer is yes to any of the above, pause. The safest next step is to verify through a different channel—log in directly, call a known number, or reach out separately.

We recently updated our cybercrime guide to reflect what’s changed and what to watch for today.

https://www.wingatewealthadvisors.com/general/worried-about-cybercrime-heres-what-you-should-do-right-now/

03/31/2026

If you’re over 50, your 401(k) contributions could be changing this year.

As of 2026, catch-up contributions must be made Roth only—but only for certain individuals.

In our latest blog, we break down what’s changed and why it might still be worth taking the $8,000+ savings boost if you’re able. We also connected with Jessica Varney, MBA, MST, CPA of Tuxedo Tax & Consulting, to get her perspective on where there may be opportunities.

https://www.wingatewealthadvisors.com/retirement-planning/secure-act-roth-catch-up

02/11/2026

We’re proud to support the important work of Lexington Historical Society

Preserving local history and expanding access to education strengthen the community we live and work in, and we’re grateful for organizations that do just that.

If you haven’t visited lately or attended an event, it’s well worth it. 🏛️
🔗 lexingtonhistory.org

01/09/2026

If you’re headed towards retirement, rolling over your old employer’s 401(k) might feel like just another line item on your to-do list.

But for some, particularly those with highly appreciated employer stock, there may be another, more powerful, strategy to consider—one that could help significantly reduce taxes across your lifetime.

Called net unrealized appreciation (or NUA for short), this strategy is only applicable to some—and once a 401(k) rollover is complete, the tax opportunity is gone.

Before making any moves to your 401(k), here’s what to about NUA first: https://www.wingatewealthadvisors.com/equity-compensation/net-unrealized-appreciation/

12/09/2025

Your year-end giving might start off as a tax conversation, but with some reflection and thoughtful discussion, it can become much more meaningful.

When you step back and consider your values, your family priorities, and where you want to create impact, gifting transforms from a transaction into a reflection of your purpose.

In our latest article, we’re focusing on the softer side of giving. Learn how you can be more intentional this holiday season with your financial and personal giving goals.

With the holiday season comes many gatherings around the table, time to unwind, and an opportunity to reflect. How did we spend our time and money this past year? Are we happy with it? What do we want to change moving forward? At the end of the day, the heart of financial planning is about […]

12/02/2025

Key 2026 planning numbers are now available. To help clients and our community stay informed, we’ve compiled all major updates—including Medicare premiums, IRMAA brackets, retirement plan contribution limits, and federal tax brackets—into one comprehensive resource.

These figures play an important role in year-end planning, income strategy, and evaluating benefits for the year ahead.

🔗 Read our 2026 Planning Update: https://www.wingatewealthadvisors.com/retirement-planning/what-you-should-know-about-changes-to-medicare-contribution-limits-cola-and-more-in-2026/

11/12/2025

The ladies of Wingate showed their support for Breast Cancer Awareness by coming together for an office-wide “On Wednesdays We Wear Pink”! 💗

In addition to showing our colors, the team made a donation to Dana Farber to help fund research, awareness, and support services for those impacted by breast cancer. We’re proud to stand together — not just in pink, but in purpose.