February 2010 --
Boston Magazine has named Darren M. Norton, Eric H. Rosenberg and Robert F. Bodio, Jr. "Five Star Wealth Managers for 2010." Fewer than 7 percent of the wealth managers in the Boston area were selected. The final 2010 list of "Five Star Wealth Managers" was published in the 2010 February issue of Boston Magazine.
Neil Goldberg, Principal with GW & Wade, commented: "We are immensely proud of our colleagues Darren, Eric and Rob for receiving this honor. It is testimony not only to their high-caliber client service, but also to the firm as a whole. Our professionals serve our clients daily with the same dedication for which these professionals are being recognized."
An independent third-party, Crescendo, presented the Five Star Award to assist consumers in selecting a wealth manager who provides his or her clients with exceptional overall satisfaction, as indicated by other consumers and industry peers.
Crescendo surveyed more than 100,000 high-net-worth consumers by mail and phone in the Boston area. Recipients were asked to evaluate their wealth managers based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.
New Additions & Expansion September 2009 -- GW & Wade, LLC continues to grow both on the East and West Coast. As a result, the Palo Alto office in California welcomes Anthony Wan, Associate Counselor, who will be relocating from the Wellesley office to join the rapidly growing team in Palo Alto.
GW & Wade Featured in the July 13th, 2009 Edition of BusinessWeek:
Portfolio Planning: A Case Study
Five advisers come up with a financial plan for a hypothetical baby boomer couple with kids in college, aging parents, and a decimated retirement account.
The market meltdown unmoored many a financial plan. With the portfolios of countless baby boomers a shadow of what they once were,
BusinessWeek asked five top investment advisers to draft a plan that would enable a hypothetical couple to meet all of their financial obligations.
(View the Article)
GW & Wade ranked #16 (out of 380) in Financial Advisor Magazine'
s 2009 Top RIA Survey. (View the Rankings)
Press Release - GW & Wade and Slicon Valley Bank create wealth advisory and tax services alliance WELLESLEY, Mass. and SANTA CLARA, Calif. (June 2009) -- Silicon Valley Bank, the premier bank for companies and executives in the technology, life science, venture capital and premium wine industries, has formed a strategic alliance with GW & Wade, LLC, a leading registered investment advisor. GW & Wade, LLC offers strategic wealth planning, investment management, and tax planning services. These services complement SVB's use of innovative and flexible loan structures. SVB Private Client Services, a business unit within Silicon Valley Bank, provides personal financing solutions to entrepreneurs, investors and senior executives, designed to help these clients reduce financial complexity and retain liquidity.
"After extensive due diligence, we selected GW & Wade to assist our private clients. The firm is an industry-leading financial advisor that will bring specific expertise to our clients who require holistic investment and tax planning advice, especially in these economic times," said Silvia Fernandez, head of SVB Private Client Services, Silicon Valley Bank. "Our private clients require sophisticated financial managers who understand the unique and comprehensive advisory needs of the executives and venture capitalists who lead and invest in technology companies."
GW & Wade's primary offices are located in Wellesley, Mass. and Palo Alto, Calif. and it serves a nationwide clientele similar to SVB's. GW & Wade offers an independent, integrated source of wealth, tax, estate and philanthropic planning services for high net worth individuals. The GW & Wade model is structured for unbiased and comprehensive financial advice. Technology executives, along with venture capital and private equity investors, will especially benefit from GW & Wade's experience with their industries.
"We are delighted to partner with Silicon Valley Bank, to bring the right mix of services and advice to its clients, particularly to technology executives, private equity investors and venture capitalists, who have a unique set of financial advisory needs," said Neil Goldberg, a GW & Wade principal. "Like SVB, we have extensive experience working with clients in all aspects of the technology sector."
About Silicon Valley Bank Silicon Valley Bank is the premier commercial bank for companies in the technology, life science, venture capital/private equity and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment and international banking services to its clients worldwide. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients' success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 27 U.S. offices and international operations in China, India, Israel and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital, SVB Global and SVB Private Client Services. More information on the company can be found at www.svb.com.
SVB Private Client Services is a division of Silicon Valley Bank. Financial advisers, wealth managers and estate planning attorneys introduced to clients by SVB Private Client Services are not affiliates of Silicon Valley Bank. Investments recommended by these or any other third-party provider of wealth management and financial planning services are not guaranteed by Silicon Valley Bank, are not insured by the FDIC, and may lose value. Neither Silicon Valley Bank nor its affiliates provide tax or legal advice. Please consult your tax or legal advisers for such guidance. About GW & Wade GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Palo Alto, CA and Wellesley, MA. Since 1986, GW & Wade has served successful individuals and their families nationwide, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. More information on the company can be found at www.gwwade.com.
GW & Wade, LLC is a leading member of Focus Financial Partners, the largest independent wealth management firm in the US based on assets under management. All Focus firms are Registered Investment Advisers, a structure which entails a fiduciary duty to put clients' interest first. GW & Wade'
s partnership with Focus allows the firm to maintain its independence, ensure continuity, and enhance opportunities for client service. Contacts: Laurie Gerber
GW & Wade
781.239.1188
lgerber@gwwade.com
Carrie Merritt
SVB Financial Group
503.574.3705
cmerritt@svb.com
Promotions & Expansion August 2008 -- GW & Wade, LLC continues to grow both on the East and West Coast. As a result, the Palo Alto office in California welcomes Steven Keirn, a newly promoted Wellesley-based Counselor who will relocate to the West Coast. The changes come thanks to the hard work of our team of Counselors and Business Development efforts in California.
In addition, GW & Wade is proud to announce the opening of its New York office. Due to the growing client base throughout New York and the surrounding areas, GW & Wade is excited to become more involved in this dynamic region.
GW & Wade is proud to be a 2006-2007 sponsor of a Young Heroes Team at City Year Boston. The Young Heroes program is a leadership development and community service program for 6-8th grade students. It is run by City Year corps members and takes place on three Saturdays a month from January to May. This year, 150 Young Heroes participants learn about teamwork, diversity, leadership skills, and the social issues in their communities and help address them though hands-on community service.
To view the article in TIME Magazine please
click here.
For more information about City Year and The Young Heroes Team Program please visit
www.cityyear.org.
GW & Wade has been featured in the Wealth Builders Supplement of the Boston Business Journal June 9-15, 2006
The One-Stop Shop: Right for Wealth Management? "Neil Goldberg, senior vice president for business development at Wellesley-based GW & Wade, said it's important clients understand where a firm is coming from in offering investment advice and other services. Some may bring biases in the form of sponsored products or other unseen relationships."
(View the article)
GW & Wade Named One of the "
Best Places to Work in Massachusetts"
By the Boston Business Journal BOSTON, MA (May 9, 2006) -- The Boston Business Journal has named GW & Wade one of the Best Places to Work in Massachusetts in its fourth annual regional awards program. The honor recognizes the company's achievements in creating a positive work environment that attracts and retains employees through a combination of employee satisfaction, working conditions, and company culture.
Wellesley-based GW & Wade was one of more than 300 companies to qualify for consideration, making the top 20 list in its size category based on the results of employee-satisfaction surveys taken throughout the spring.
"We are very proud to be a winner of this award," said Neil L. Goldberg, Sr. Vice President Business Development. "The dedication of our entire staff to our clients and to each other is apparent every day at GW & Wade."
George Donnelly, Boston Business Journal editor said, "For the fourth year in a row, our results validate how the creation of the right corporate culture can create powerful business advantages. Employees are proud to work for companies that are about more than just business."
The survey project itself was launched in January by the Boston Business Journal in conjunction with market research firm QMR, Inc. of Wichita, Kansas. Companies were evaluated on the results of more than 20,000 employee-satisfaction surveys. Employees answered questionnaires that addressed such factors as their pride in the company, company encouragement, support and recognition of achievement and relationships with co-workers and supervisors. The results were analyzed and scored by assigning points to each question.
"Accommodating employees' personal needs pays back dividends of loyalty and productivity," said Boston Business Journal Publisher Michael Olivieri. "The companies on our list recognize that their commitment to employees is especially important as the economy strengthens and competition for talent continues to grow."
"We strive to be open and innovative," said Neil L. Goldberg, Sr. Vice President Business Development, "and we are proud to be recognized by the area's leading business journal as one of our size category's top 20 Best Places to Work in Massachusetts."
About GW & Wade GW & Wade is an independent, fee-based financial advisory firm, with offices in Wellesley, MA, Palo Alto, CA and New York, NY. Since 1986, GW & Wade has provided financial, investment, estate and tax planning services to successful individuals and their families. We also provide personal financial counseling for the executive management teams of public and private companies. For more information, call GW & Wade, LLC at 781.239.1188.
Media inquiries please contact: Laurie Gerber
781.239.1188
lgerber@gwwade.com
