|
|
About the Firm > The GW & Wade Difference
At GW & Wade, we take a holistic approach, helping our clients connect all aspects of their financial lives: income tax planning, investment management, retirement and education fund planning, and estate and trust services.
Our Unique Attributes:
- We are an independent, fee-based advisory firm. We implement "open architecture" solutions for our clients' investment portfolios.
- We are not owned by a bank or investment company, and therefore have no commissions or sales quotas to reach, nor are we compensated by selling financial products of any kind.
- We act as our clients' personal CFO and have expertise in all areas of wealth management services. Our team consists of 50 professionals: tax attorneys, investment advisors, accountants and certified financial planners.
- We design a distinctive individual financial plan and coordinate all of our clients' financial affairs, collaborating with their existing accountants, lawyers, and insurance brokers, and in some cases, money managers.
- We are a Registered Investment Advisor with an in-house broker dealer to expedite client securities trading. We also provide a discount brokerage facility.
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
©2010 GW & Wade |
|
