RESTON, VA, WELLESLEY, MA, PALO ALTO, CA -– GW & Wade, LLC, a full-service wealth management firm focused on providing holistic investment planning, is today announcing it is opening a new office in Reston, Virginia. The office, at One Freedom Square on 11951 Freedom Drive in downtown Reston, will officially open on June 1, 2018. The office will be headed by GW & Wade Counselor, Ryan J. Bartholomew.
Bartholomew draws on close to a decade in wealth management and has been with GW & Wade since 2010 bringing expertise in investment management, tax planning and financial counsel to clients on both coasts. Before joining GW & Wade, Bartholomew specialized in estate and income tax planning, tax preparation and estate administration at a Massachusetts law firm. Bartholomew holds his General Securities Representative (Series 7) and Securities Agent & Investment Adviser Representative (Series 66) licenses and is certified to practice law in Massachusetts. He has an LL.M. (Master of Laws) degree from Boston University School of Law.
Read the full press release here.
About GW & Wade
GW & Wade, LLC is an independent, fee-based financial advisory firm with $6.4 billion in assets under management (as of 12/31/17). Its offices are located in Reston, Virginia, Wellesley, Massachusetts, and Palo Alto, California. 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 www.gwwade.com.