Build an open architecture, Financial Services firm that provides concierge planning services to the clients we serve and to the advisors we partner with. The Wingate Group, Inc. will manage the relationships between partners, Insurance companies, IMOS, broker dealer and RIA. TWG, Inc. will offer and train the Modern Agency Management structure of Marketing Reps & Financial Reps utilizing certified Financial Professionals and Financial Advisors to create financial plans for clients. These services can be offered through the traditional process or fee for service. They can be offered through face-to-face meetings or on a virtual platform.
