Windgate Wealth Management

Windgate Wealth Management

15 Total Employees
15 Local Employees
Year Founded: 1987

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Build a culture of financial confidence. We design and manage company retirement plans including 401(k)’s to help you provide for your employees, grow your personal wealth, and reduce your tax liability. Our Employee Fi-Care Planning Program provides your team members with a Certified Financial Planner® to help them achieve their personal goals

Articles We're In

Author Unknown
Updated on June 25, 2019

What business owners need to know about 401(k) plans

Author Unknown
Updated on April 26, 2018

Here’s a new perk companies don’t consider often — but it could just give you an edge

Financial wellness is a perk companies don't often think about, but it can go a long way toward building trust with employees. Here are three ways to help your employees improve their financial health.  

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Updated on April 23, 2018

The Desk: Sean Condon shares the stuff he needs to lead

You can learn a lot about a person by what they keep on their desk. Wealth adviser Sean Condon shares the stuff he needs to lead.