Get to Know GW & Wade
GW & Wade, LLC is an independently managed financial advisory firm with $8.9 billion of assets under management (12/31/22). Since 1986, GW & Wade has served successful individuals and their families, providing extensive experience in investment management, tax preparation and planning, financial, 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 Greater Boston, Silicon Valley, and Metro D.C., we support clients across the U.S. in 48 states and in 12 other countries.