Jeffrey White
CFP®, CFA®, CLU®, ChFC®, CFS, RHU®
Wingate Wealth Advisors, Inc.
Senior Financial Advisor, Partner
Jeffrey White
CFP®, CFA®, CLU®, ChFC®, CFS, RHU®
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. - Jeffrey White, CFP®, CFA®, CLU®, ChFC®, CFS, RHU®
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
Jeffrey White is a Lexington, MA fee-only financial planner. Wingate Wealth Advisors, Inc. provides comprehensive financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey White is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Senior Financial Advisor, Jeff White brings over 30 years of experience to advising clients on complex family financial planning issues. He has a particular interest in charitable gift planning focused on smaller and often overlooked charitable organizations where a client’s charitable interests can have a significant impact both during their lifetime and as part of estate planning.
Jeff is a co-founder of Wingate, and has been a principal since its inception in 1986. His professional designations include Certified Financial Planner™, Chartered Financial Analyst, Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Funds Specialist®, Registered Health Underwriter® and Licensed Insurance Adviser. He holds a Bachelor of Arts Degree from Holy Cross College, a Master of Science in Taxation from Bentley University, a Master of Science in Finance from Bentley University, and a MBA from Northeastern University.
Jeff is married with a daughter, and his personal interests include history, historic preservation, the environment, conservation, triathlon sports, and the outdoors.
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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Jeffrey White 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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Jeffrey White is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Jeffrey White is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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Jeffrey White is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Jeffrey White is a Certified Fund Specialist (CFS)A Certified Fund Specialist (CFS) is a certification indicating an individual's expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.
Contact Jeffrey White
Office Locations:
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405 Bedford Street
Lexington, MA 2420
