Contact Us > Becoming a Client


CALL TOLL FREE

If you think professional money management might be right for you, call us toll-free at 877-499-1133 and ask to speak with Laurie Gerber.

OR

E-MAIL, FAX OR MAIL

Simply send us your most recent brokerage account, 401(k), 403(b), or annuity statement(s):

E-mail: You may send electronic statements to lgerber@gwwade.com which is a secure e-mail address.

Fax: (781) 239-1070

GW & Wade, LLC
93 Worcester St
Wellesley, MA 02481


Once we receive your statements we will contact you to discuss the appropriate next steps.

We thank you for your interest in GW & Wade, LLC.