About Us

About Us

A Different Kind of Wealth Management Firm

Some wealth management firms claim to provide comprehensive services, but our team actually delivers. At GW & Wade, we tell clients to call us for anything—and we mean it. New car purchase, insurance questions, 529 options for college planning: it’s all part of our holistic approach to wealth management.

We’re also unlike other wealth management firms in that we operate independently to provide objective investment advice and sophisticated financial planning strategies. Where banks and brokerages try to sell you on commissionable products and services, we’re held to a higher standard (the fiduciary standard); our recommendations are based solely on your best interests.

Most importantly, we’ve built our business on the promise of trust. Most new clients come to us by way of referral, following the strong recommendation of a current client who has experienced our dedication and integrity first hand.  With offices in Wellesley, MA and Palo Alto, CA, we’re growing that network of trust every day. We hope you’ll want to be a part of it.

Learn more about how GW & Wade differs from other wealth management firms.

Just the Facts

GW & Wade At A Glance

Learn key facts & figures about GW & Wade

History

For nearly three decades, we’ve been doing financial counseling and wealth management differently.

Read about our history

Meet the Team

Our counselors are highly credentialed and deeply passionate about what they do.

Get to know our team and what they offer

Contact Us

Want to learn more about our wealth management solutions?

Contact us to see if we’re the right fit for you