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News & Resources
Wellesley – GW & Wade, LLC was recently ranked on Forbes' annual Top 50 Wealth Manager list, joining an elite group of firms whose assets under management are growing.
GW & Wade ranked as the 32nd...
News & Resources
Frequently Asked Questions
What services do you provide?
GW & Wade provides comprehensive tax planning, investment management, retirement and estate planning. We serve individuals and their families, as well as providing personal financial counseling for the executive management teams of public and private companies.
What is your fee structure?
We structure our fees to suit each client engagement. Typically, GW & Wade charges a flat, annual financial planning fee. Investment management fees are based on a percentage of assets under management, and are competitive with most Registered Investment Advisors in the industry.
What is the minimum portfolio size you manage?
We do not have a stated minimum. Our preference is to have a preliminary conversation, to see if we can be helpful. Our goal is to fully understand the financial circumstances of prospective clients, to ensure the relationship is suitable and fair for all parties.
Recent News from GW & Wade
12/11/2012
GW & Wade, LLC announced today that for the 4th year in a row, GW & Wade Counselors have been publicly recognized for outstanding client service, through Boston Magazine's 2013 Five Star...
09/21/2012
GW & Wade, LLC is is pleased to announce the promotion of two longstanding Associates, Kelli A. Adams and Anthony L. Wan to the position of Counselor. In their new position they will take more...
