About the Firm > Our Team


We know that wealth brings great opportunity and responsibility. GW & Wade gives you access to the best financial, investment, estate and tax planning professionals available. Our collaborative, team-oriented culture encourages our counselors and staff to leverage their real-life expertise in investment management, accounting and tax law — to help you build on your success and make the right financial decisions for yourself and your loved ones.

Our commitment to our business also extends into our community, where GW & Wade counselors and executives take an active role as both board members and supporters of many area nonprofits
and charities.