Wealth Management

Legacy Financial Strategies

(content) Let our team build a financial portfolio that creates a legacy for those you love. We will take the time to listen to your individual needs, goals, and dreams in order to build a plan that you can be proud of. We understand that change is the only constant in the universe. This is true for your life and the life of your financial plan. Circumstances change, the market rises and falls, and some strategies work better than others. Your plan will be adjusted accordingly to these changes. Our team will stay in contact year round with our clients to make sure your financial journey stays on course.

Asset Allocation

(content) Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.  It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.

All investments involve some sort of risk, whether it’s market risk, interest risk, inflation risk liquidity risk, tax risk. An individualized asset allocation strategy seeks to mitigate the risks of any one asset class though diversification and balance.

4854 Woodbine Rd. Suite 1
Pace, FL 32571
P: 850.889.4094
E: thewingategroupfl@gmail.com
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* Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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