John Slupski
CFP®
Wingate Wealth Advisors, Inc.
Senior Financial Advisor, Partner
John Slupski
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. - John Slupski, CFP®
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
John Slupski 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, John Slupski is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John Slupski is a Senior Financial Advisor with 20 years of experience providing comprehensive and highly personalized financial and investment planning advice to individuals, families and charitable organizations. He has a special interest in goals-based financial planning, which allows his clients to understand exactly how different choices they make will affect their ability to achieve their objectives for themselves and their family. His specialties include tax-efficient investing, executive compensation, stock options, family estate and legacy planning and tax minimization.
John spent the first decade of his financial advisory career at Wingate beginning in 1999, after eight years at Blue Cross Blue Shield of Massachusetts, primarily in product management and new product development. He returned to Wingate in 2017 after eight years of building his client practice elsewhere, first at Pegaesus Advisors and later at East Coast Asset Management. While at East Coast, he also provided mutual fund, ETF and separate account research for the firm.
John is a Certified Financial Planner™ and received his MBA with high honors from Boston University in 2001. He graduated from Boston University cum laude in 1990 with a BA in Political Science and a BS in Journalism. He has been a guest lecturer at Boston University on both retirement planning and investments and has been quoted in US News & World Report on a balanced approach to retirement goals planning. He is an active member of the Financial Planning Association (FPA) and has advocated for stronger consumer protections for financial planning clients in the U.S. Congress and the Massachusetts legislature. He also provides pro bono financial advice to Dana Farber cancer patients through the FPA.
John is married with two teenage daughters, who keep his life very interesting. He is an avid science fiction reader and a diehard Boston sports fan who is old enough to remember the misery of the years prior to 2001.
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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John Slupski 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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John Slupski 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.
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John Slupski is Quoted on Yahoo Finance: "Dusting Off Your New Year's Money Resolutions"
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John Slupski Petitioned for the Adoption of a Bill: "An Act Relative to Financial Literacy In Schools"
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John Slupski is a Featured Advisor in US News and World Report
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John Slupski is Mentioned in the Wicked Local: "Lexington Wingate Wealth Advisors adds advisor partners"
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John Slupski is Mentioned on the FPA of New England
Contact John Slupski
Office Locations:
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405 Bedford Street
Lexington, MA 2420
