Forbes Names GW & Wade, LLC to Top 50 Wealth Manager List for Second Year in a Row

Wednesday, April 30, 2014

WELLESLEY, MA -– GW & Wade, LLC is pleased to be ranked again on Forbes' annual Top 50 Wealth Manager list, along with an elite group of firms nationwide. 

GW & Wade is ranked as the 13th largest fee-based Registered Investment Advisory (RIA) firm, up from 32nd last year. Here is the complete Forbes Top 50 Wealth Manager List: As the article points out, this growth is fueled by an increased “demand for financial advice, and specifically, the shift to fee-based and fee-only investment advice.” (See our recent blog, The Trillion Dollar March.)

"It is a great honor for GW & Wade to be included in Forbes' list of Top 50 Wealth Managers,” said Neil Goldberg, Principal at GW & Wade, LLC. "Our highly talented teams of tax-attorneys, CPAs and investment advisors help our clients work toward secure financial futures, by simplifying many of the complexities of tax, estate and investment planning.

About GW & Wade

GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Palo Alto, CA and Wellesley, MA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.

More information on the company can be found at


Neil Goldberg, Principal