Current Reflections

Two For The Money: Can I Contribute To Two Retirement Plans If I Work Two Jobs? The Legacy Conversation: The Missing Gem in Wealth Planning Are you Risk Averse or Loss Averse?

How We Work

Work With People You Trust

How can time “in” the market and big picture planning help you meet your goals?

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View all of your combined accounts in one place.

What if you could see all of your accounts in one place with one password?

Windgate Wealth Management has been helping families meet their financial goals for over 25 years.

Fiduciary (fi·du·ci·ar·y)– a person to whom property is entrusted for the benefit of another.

As an employee-owned Registered Investment Advisor, we are governed by fiduciary duty to act in your best interests. This forms a partnership where your plans for the future are reflected in everything we do.