Our Services GW & Wade offers a unique brand of comprehensive wealth management: we provide a single, integrated source for all of our clients' financial needs. How We Begin Our engagement begins with an assessment of your entire financial picture. This includes a review of your income taxes, investment portfolios, retirement income strategy, and estate plans. If applicable, our review also addresses your stock option strategies as well as your cash and debt management. Next: Implementation Once we have developed a blue-print for your financial plan, we are pro-active in implementing it. We make concrete recommendations on each of the above issues, and ensure that things “get done.” Our approach to investment management is also highly strategic. We focus on building an optimal asset allocation, and then find the best available managers in each asset class to help build your portfolios. What Sets Us Apart With our broad working knowledge of both the financial planning and investment advisory disciplines, we have an uncommon ability to provide creative solutions for our clients. Whether you require a complete suite of services, or just a select few, you have the security of knowing that G W & Wade can be your one-stop financial advisor. You can tailor the way you work with GW & Wade to meet your needs. We offer two separate service models to our individual clients: Wealth Management Program and Premier Services. Wellesley, MA Palo Alto, CA ©2012 GW & Wade