WELLESLEY, MA-– In the February edition of Boston Magazine, 13 GW & Wade counselors are recognized with the 2018 Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to...
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Recent News from GW & Wade
WELLESLEY, MA -– GW & Wade, LLC is proud to announce that for the third year it has...
GW & Wade, LLC an independent, fee-based financial advisory firm, is...
Frequently Asked Questions
What services do you provide?
GW & Wade provides comprehensive tax planning, investment management, retirement and estate planning. We serve individuals and their families, as well as providing personal financial counseling for the executive management teams of public and private companies.
What is your fee structure?
We structure our fees to suit each client engagement.
What is the minimum portfolio size you manage?
We do not have a stated minimum. Our preference is to have a preliminary conversation, to see if we can be helpful. Our goal is to fully understand the financial circumstances of prospective clients, to ensure the relationship is suitable and fair for all parties.