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Our Clients > Investment Management
After his technology company was sold, a new client came to us concerned that his high-risk stock portfolio was in danger of disappearing as quickly as it had grown. We preserved his assets by allocating his investments to industry-leading managers. Now an owner of a new business, this client benefits from our financial guidance on self-employment issues such as the financial ramifications of self-employment, including taxes, health insurance, and retirement plans. In addition, we provide tax advice for his rental properties in the West Coast and New England.
After her husband's death, our client came to GW & Wade to gain control of a disjointed and confusing investment portfolio. We gave her insight into her financial situation, including her investments, and helped her establish goals for herself, her family and community. We also developed a process to generate a steady income stream for her, and to transfer some of her assets to her adult children and her favorite charitable organizations. Through our ongoing asset management, preparation of her personal and trust tax returns, and our assistance with her estate plan, she has become far more knowledgeable of her financial situation.
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
©2010 GW & Wade |
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