Get to Know GW & Wade
GW & Wade, LLC is an independently managed financial advisory firm with $8.3 billion of assets under management (12/31/20). Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, financial planning, asset management, retirement and estate planning. GW & Wade also provides equity compensation and tax planning services and seminars for the executive management teams of public and private companies.
When we formed GW & Wade in April of 1986, we created a company based on our prior experiences in the industry and our common vision of what a premier wealth management firm could be. Today, with locations in Wellesley, MA, Palo Alto, CA and Reston, VA, we support clients across the U.S. and in 11 other countries.