About Us
Brett Wingate
Brett Wingate has over 25 years management and leadership experience and a master’s degree in business and organizational management. He has been recognized as a top advisor and manager by some of the best companies in the financial industry. Brett is a multiyear MDRT qualifier, which is a highly recognized achievement that illustrates his dedication to clients. He is also a Registered Financial Consultant.
Brett, along with his wife, Autumn, co-founded The Wingate Group, Inc. in 2018. He serves as the General Agent and Senior Advisor for the firm. More recently, he launched Wingate Wealth Consultants with the goal of both helping clients meet their goals and opening the door to potential new financial advisors.
Brett works with individuals and business owners by offering holistic financial planning, retirement income planning, investment management, and business success planning. Brett enjoys spending his time-off traveling with his family, hunting, fishing, or golfing.
Wingate Wealth Consultants
At Wingate Wealth Consultants, we strive to help others grow personally and professionally. Our open architecture approach allows us to provide planning services to both the clients we serve and the advisors we partner with. By leveraging a deep network of professionals, carriers, and marketing organizations, Wingate Wealth Consultants sets a new standard for growth and service in the financial industry.
We help our clients take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with critical areas of retirement planning, including:
Our partner advisors will enjoy the flexibility and lifestyle that comes with being an independent entrepreneur while growing under the umbrella of structured development and top-level support. Our Advocacy Advantage system can put you at the forefront of an innovative, modern agency concept geared toward growth and success.
If you’re already working in or interested in entering the world of financial advisory services, we would love to discuss how the Advocacy Advantage system can help you achieve your goals. Get in touch today!