Gary Pomerantz
CFP®
Wingate Wealth Advisors, Inc.
Senior Financial Advisor, Partner
Gary Pomerantz
CFP®
Wingate Wealth Advisors, Inc.
Senior Financial Advisor, Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gary Pomerantz, CFP®
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
Gary Pomerantz is a Partner and Senior Financial Advisor at Wingate Wealth Advisors located in Lexington, MA. Gary has more than 20 years of experience providing investment management, comprehensive financial planning, and retirement planning services to successful professionals, business owners, academics, retirees, and their families. Wingate is located in the heart of Boston’s technology belt, where Gary and his team have developed extensive expertise in helping technology and bio-technology executives realize the full value of their stock options. As a fee-only fiduciary and independent financial advisor, Gary is never paid a commission of any kind, and he has a legal obligation to provide unbiased financial advice.
Gary Pomerantz joined Wingate Wealth Advisors as a Senior Financial Advisor and member of the management team in October 2017, bringing his more than 20 years of experience to the firm. He became a Partner in March of 2018.
Gary’s expertise lies in helping clients create a financial plan of action to guide them through wealth transitions such as retirement, employment transition, sale of a business, liquidation of stock options, inheritance or divorce. Gary is grateful to have helped many families with their successful transition into retirement each year.
Through his work in Boston’s technology belt, Gary has developed extensive expertise helping technology and bio-technology executives optimize their equity compensation and realize the full value of their stock options. In addition, Gary has also developed a specific expertise in the field of retirement planning and academic retirement plans utilizing TIAA. His practice occupies a niche in academic circles, where he provides financial planning and investment advice to faculty and high-level administrators from leading academic institutions.
Prior to joining Wingate, Gary was a Principal and Managing Director at East Coast Asset Management (2011-2017) and Lexington Wealth Management (2006-2011). Gary previously served as a Financial Planning Consultant in the Office of Retirement Programs at Harvard University, where he provided comprehensive financial planning services to faculty and staff.
Gary has been a Certified Financial Planner™ since 1996. As a chartered member of the Financial Planning Association (FPA), he has advocated for stronger consumer protections for financial planning clients in the U.S. Congress and the Massachusetts legislature. Additionally, Gary is an associate member of the National Association of Personal Financial Advisors (NAPFA) and is a past co-host of the Money Matters Radio Show on WBNW AM 1120.
Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure your investment plan is aligned with your particular needs, goals and circumstances. We believe that Wingate offers you an ideal combination of knowledge, service and convenience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Gary Pomerantz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Gary Pomerantz is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Gary Pomerantz is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Gary Pomerantz
Office Locations:
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405 Bedford Street
Lexington, MA 2420
