Client Stories

Client Stories

IF YOU ARE A TECH OR CORPORATE EXECUTIVE

  • With a fast-growing company, anticipating an IPO or other liquidity event
  • Established in your career and want to get the “financial piece” right

Your financial challenges include:

  • Concern about the tax implications of a liquidity event
  • Limited time or expertise to oversee all aspects of your financial life
  • Many moving parts in your finances and wanting to ensure that they are working together

Here's how GW & Wade can help you:

  • We offer a comprehensive roadmap to help you create a coherent financial plan
  • We serve as the experienced professional catalyst to help you hit your targets
  • We address 83belections, installment sales and other forms of equity compensation

Contact us today to learn how we can help you

IF YOU ARE AN INDIVIDUAL OR HAVE A FAMILY

  • Starting out or deep into the school or college application process
  • Preparing to put together a financial plan

Your financial challenges include:

  • You know education will be expensive and you wonder how you’ll manage it
  • How to balance your own financial well-being with that of your family 

Here's how GW & Wade can help:

  • We offer you a disciplined, comprehensive, financial counseling process with a holistic approach
  • We have in-depth experience managing assets for individuals and families, including working with you to determine your education funding options

Contact us today to learn how we can help you

IF RETIREMENT IS IN YOUR SIGHTS

  • You are thinking about a specific retirement age and it’s coming up quickly
  • You are years away from retirement, but you know you need thoughtful planning to get there

Your financial challenges include:

  • You wonder if your accumulated assets will be enough and if your savings and investment strategies are working effectively
  • Your assets are scattered across different accounts at different institutions, with no coordinated strategy

Here's how GW & Wade can help you:

  • We bring deep experience guiding people toward and through successful retirement
  • We use a disciplined process to show you clearly where you stand and what still needs to be done
  • We consolidate and incorporate all of your assets and manage them in accordance with your customized financial plan

Contact us today to learn how we can help you