To Your Future Prosperity!
Windgate Wealth Management has been helping families and business owners meet their financial goals for over 25 years.
As an employee-owned Registered Investment Advisory firm, we are governed by a fiduciary duty to act in your best interests. This forms a partnership where your plans for the future are reflected in everything we do
Tell Us About Yourself:
A Certified Financial Planner® will develop a goal-based plan to solve your budgeting, investing, retirement planning, and many other needs. Learn more
We design and manage investment portfolios defined by your specific financial goals and your attitude toward risk. Learn more
We help design and manage company retirement plans including 401(k)’s, cash balance plans, and SEP IRAs to help you provide for your employees, grow your personal wealth, and reduce your tax liability. Learn more
Our Employee Fi-Care Planning Program provides your team members with a Certified Financial Planner® to help them achieve their personal goals and maximize time and focus. Learn more
Fiduciary (fi·du·ci·ar·y)– a person to whom property is entrusted for the benefit of another.
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