The size, experience, and insights to
support your financial goals.
GW & Wade is a team of over 70 professionals, including tax specialists, investment managers, JDs, CPAs, CFPs®, and CFAs®.
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.
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).
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.
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.
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.
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.