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Our Clients
The counselors of GW & Wade serve individuals, families and executive management teams nationwide. Many of our clients are from New England and California, and when clients relocate, regardless of location, we continue to serve their financial needs. We are proud that the depth of our relationships and the quality of our services have kept our established clients in the GW & Wade family.
GW & Wade Feature Success Story
A young couple in Silicon Valley recently sold part of their interest in their first start up company. This catapulted these new clients into a new tax, estate, insurance and investment domain. Their old strategy of filing their own taxes and relying on "reactive" advisors became a poor use of their time and a guarantee that opportunities - and risks - would be overlooked.
Their GW & Wade counselor quickly found the clients a way to save $152,000 on their current year's taxes, which was the first benefit of their counseling engagement. With children on the way and a new company in the works, GW & Wade helped this promising young couple establish an estate plan, stabilize their investment base, fund their children's education and ensure their own comfortable retirement - regardless of the outcome of their present and future business ventures.
Most importantly, it enabled them to visualize ways to use their wealth and talent to fulfill their dreams of giving back to the community that had been so kind to them.
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
©2010 GW & Wade |
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