Wingate Wealth Consultants

05/25/2026

05/04/2026

A portfolio does not automatically produce a retirement paycheck.

Income must be constructed intentionally.

A portfolio is a pool of assets.
Income is the process of converting those assets into spendable cash year after year, without creating unintended consequences.

👉 Most people were never shown how to do this.

05/04/2026

✨✨CLIENT RELATIONS MANAGER (Remote)✨✨

Wingate Wealth Consultants

📍 Remote (U.S. Based)
🕒 Full-Time
💼 Base Salary + Performance Bonuses

About Us:

Wingate Wealth Consultants is a growing financial services firm focused on delivering exceptional client experiences through strong systems, communication, and personalized service. We are expanding and looking for a highly organized, client-focused professional to help manage daily operations and support our clients at every stage.

Position Overview:

We are seeking a Client Relations Manager who thrives in a fast-paced, detail-driven environment. This role is ideal for someone who can balance administrative operations, client communication, and marketing support while maintaining a polished, high-touch client experience.

You will play a key role in onboarding new clients, maintaining relationships, and ensuring seamless day-to-day operations.

Key Responsibilities:

✔ Manage day-to-day administrative and operational tasks
✔ Oversee and execute client onboarding processes
✔ Serve as primary point of contact between client meetings
✔ Provide ongoing client support and high-level customer service
✔ Maintain and update client databases and CRM systems
✔ Coordinate and participate in regular Zoom calls and team meetings
✔ Assist with marketing initiatives and communications
✔ Ensure systems and processes are followed and continuously improved

Qualifications:

✔ Active insurance license (required)
✔ Experience in financial services, insurance, or related field preferred
✔ Strong proficiency with databases/CRM systems
✔ Exceptional organization and attention to detail
✔ Excellent written and verbal communication skills
✔ Ability to manage multiple priorities in a fast-paced environment
✔ Self-starter who works well independently in a remote setting

What We Offer:

✨ Competitive base salary + bonus structure
✨ Fully remote work environment
✨ Growth opportunities within a scaling firm
✨ Collaborative, team-oriented culture
✨ Meaningful role with direct impact on client experience

The Ideal Candidate is polished, proactive, and systems-driven. The candidate enjoys creating order, building client relationships, and takes pride in delivering a seamless, high-end client experience.

How to Apply:

Submit your resume along with cover letter to:

Autumn Wingate,
Vice-President,
Wingate Wealth Consultants
[email protected]

05/01/2026

Retirement isn’t usually disrupted by big mistakes —
4 forces that quietly compound over time.

💸 FORCE 4: TAX RISK

04/30/2026

Retirement isn’t usually disrupted by big mistakes —
4 forces that quietly compound over time.

📉 FORCE 3: INFLATION RISK

04/29/2026

Retirement isn’t usually disrupted by big mistakes —
4 forces that quietly compound over time.

⏳ FORCE 2: LONGEVITY RISK

04/29/2026

Retirement isn’t usually disrupted by big mistakes —
4 forces that quietly compound over time.

⚠️ FORCE 1: SEQUENCE RISK

04/29/2026

Retirement isn’t usually disrupted by big mistakes — 4 forces that quietly compound over time. ⚠️ FORCE 1: SEQUENCE RISK

04/25/2026

Announcing Our New Partnership with The Vuce Group

As part of our continued commitment to excellence, growth, and delivering elevated client outcomes, we are proud to announce our newest strategic partnership with The Vuce Group.

As Wingate Wealth Consultants continues to expand nationally, providing retirement income planning through our proprietary Advocacy Advantage™ System, we remain focused on aligning with top advisors and agencies who share our core values: integrity, client-first thinking, and a commitment to long-term financial advocacy.

This partnership is especially meaningful on a personal level. I’ve had the privilege of knowing Sam Vucelich for nearly two decades, dating back to our time working with small business owners in the Tampa market. Over the years, I’ve watched Sam consistently grow, lead, and perform at an elite level. He and his team have established themselves as perennial leaders within the industry.

By combining The Vuce Group’s proven leadership and production strength with the structure and philosophy of the Advocacy Advantage System, we believe this partnership creates a powerful platform for growth. There is no question that, in the coming years, this office will produce multiple million-dollar income earners and MDRT Top of the Table advisors.

We are excited to officially announce the opening of our Tampa office, where the team is already growing rapidly. This marks an important step in our national expansion and reinforces our commitment to building high-performing advisory teams across the country.

We are incredibly proud to launch what we are calling “Team Tampa” and look forward to the impact this partnership will have for our advisors, our clients, and the communities we serve.

Please join us in congratulating Sam and his entire team. The future is bright.