Trust. Choice. Time.

What does financial freedom look like for you?

Who we are

The size, experience, and insights to
support your financial goals.

$6B

AUM

33+

Years in Business

3

Locations

60+

Professionals Nationwide

Say hello to your team

GW & Wade is a team of over 60 professionals, including tax specialists, investment managers, JDs, CPAs, CFPs®, and CFAs®.

Roger W. Wade, JD, LL.M
Principal & Co-Founder
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Roger Wade is a Principal and Co-Founder of GW & Wade. Roger has specialized in tax and financial counseling services since 1984, helping senior corporate executives, private business owners and other professionals achieve their financial goals.

  • Admitted to practice law in Massachusetts
  • Member of the American and Massachusetts Bar Associations
  • General Securities Representative (Series 7)
  • Municipal Securities Representative (Series 52)
  • Municipal Securities Principal (Series 53)
  • Securities Agent (Series 63)
  • JD, Western New England University School of Law
  • LL.M in Taxation from Boston University School of Law
  • BA in Government from St. Lawrence University
  • Former Board of Trustees Member at Western New England University
  • 5 year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2015 - 2019
Margaret Gaisford Welborn, JD
Counselor
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Meg Welborn joined GW & Wade in 2009 specializing in tax and estate planning, financial counseling and investment management as well as serving as a co-lead in GW & Wade’s Women and Wealth program.

Prior to joining GW & Wade, Meg was a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand).

  • Admitted to practice law in Massachusetts and California
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Suffolk University Law School
  • BA in English Literature, University of Connecticut
Timothy Pinch, JD, LL.M
Principal
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Tim Pinch has been a Principal with GW & Wade since 1987. Tim specializes in tax and retirement planning.

Prior to GW & Wade, Tim was an attorney with the U.S. Navy Judge Advocate General Corps, and also advised retired naval officers on tax and retirement planning.

  • Admitted to practice law in Massachusetts 
  • Member, American and Massachusetts Bar Association
  • General Securities Representative (Series 7)
  • Registered Options Principal (Series 4)
  • Direct Participation Programs Representative (Series 22)
  • Securities Agent (Series 63)
  • JD, Western New England College School of Law
  • LL.M in Taxation from Boston University School of Law
  • BA in History from Georgetown University
  • Investment Advisory Board Member, Glastonbury Abbey
  • Trustee, Massachusetts Soldiers Legacy Fund (MSLF)
  • 7 Year Recipient of FIVE STAR Wealth Manager Award in Boston Magazine - 2013 - 2019
Heather S. Mahoney, JD
VP of Operations & General Counsel
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Heather Mahoney is GW & Wade’s Vice President of Operations and General Counsel.  Heather is responsible for overseeing the firm’s legal and regulatory responsibilities as well as strategic initiatives related to the firm’s continuing growth. In addition, Heather oversees our Investment Committee. Heather is also a member of the firm's Women & Wealth program.

Heather has been working in the financial services industry for more than 15 years.  Prior to joining GW & Wade, Heather served as Chief of Staff to the CEO at Grantham, Mayo, Van Otterloo & Co. LLC, where she worked cross-functionally to solve complex business problems, interface with the board of the directors, and execute on other matters of firm wide importance.  Before that role, Heather led the firm’s product development effort, focusing on bringing investment funds to market, and also served as legal counsel for 9 years.

Heather’s legal practice focused on matters related to the firm’s institutional investor client-base, in addition to regulatory, compliance and corporate governance matters. Heather began her career in financial services in the legal department of Wellington Management LLP. 

  • Member of the Massachusetts Bar Association
  • JD, Suffolk University Law School
  • BS, Salem State College 
Ryan J. Bartholomew, JD, LL.M
Counselor
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Based in Reston, and serving clients from our Palo Alto, Wellesley and Reston offices, Ryan Bartholomew has been with GW & Wade since 2010. Ryan brings expertise in investment management, tax planning and financial counseling to his clients.

Prior to GW & Wade, Ryan specialized in estate and income tax planning, tax preparation and estate administration at a Wellesley, MA law firm.

  • Admitted to practice law in Massachusetts
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • LL.M in Taxation from Boston University School of Law
  • JD, New England School of Law
  • BS in Political Science & International Affairs from Florida State University
  • 3 year recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2017 - 2019
Kelli A. Adams, CFP®, EA
Counselor
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Kelli Adams has been with GW & Wade since 2005.  Kelli brings her expertise in tax, investment and retirement planning to her clients. Kelli also serves as a co-lead in GW & Wade’s Women and Wealth program.

Prior to GW & Wade, Kelli specialized in taxation and investments at State Street Corporation.  She currently provides tax, investment and retirement advice to executives, retirees, entrepreneurs and young professionals.

  • CERTIFIED FINANCIAL PLANNER™
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • Enrolled Agent (EA)
  • BS, University of New Hampshire
  • 5 year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2015 - 2019
  • Wellesley

    93 Worcester Street
    Wellesley, MA 02481
    781.239.1188

  • Palo Alto

    540 Cowper Street
    Palo Alto, CA 94301
    650.618.6388

  • Reston

    11951 Freedom Drive
    Reston, VA, 20190
    571.325.5888