About Us

About Us

With offices in Wellesley, MA and Palo Alto, CA, we’re a wealth management firm with a difference.

Unlike other financial advisory firms, GW & Wade operates independently to provide objective investment advice and sophisticated financial planning strategies to our clients.

Learn more about how GW & Wade differs from other financial advisors.

Just the Facts

GW & Wade At A Glance

Learn key facts & figures about GW & Wade

History

For nearly three decades, we’ve been doing financial counseling and wealth management differently.

Read about our history

Meet the Team

Our counselors are highly credentialed and deeply passionate about what they do.

Get to know our team and what they offer

Contact Us

Want to learn more about our wealth management solutions?

Contact us to see if we’re the right fit for you