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Our Clients > Retirement Planning
A 62 year-old retired businessman and his wife came to GW & Wade in late 1999 for an investment management review. Our financial planning process helped them see that their portfolio was heavily concentrated in technology stocks and that their personal spending was quite high. We pointed out that their net worth was at risk. Next, we developed a rational, cost-effective plan to manage their investment exposure and cash flow, and then we helped put the plan into action. The result for this couple was a diversified portfolio, with investments allocated across a broad array of asset classes. With sound investments and spending levels in line with their net worth, they were able to conserve their savings and enjoy a comfortable retirement.
After closing his own investment firm, this client turned to GW & Wade to help him build his own financial plan and manage his investments for a safe retirement. GW & Wade consolidated his investments, reduced his risk exposure, and identified new investment opportunities appropriate for his unique risk tolerance. This plan allowed for the proper balance between continued growth of assets and asset preservation. Based on our multiple projections of investment performance and potential lifespan, he was able to secure his wealth and ensure a safe retirement.
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
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