About Us

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.

Over 50 professionals

Including tax specialists, investment managers, JDs, CPAs, CFPs®, CFAs®

Meet Your Team

Backed by an Industry Leader

In 2007, we joined Focus Financial Partners as an indirect, wholly-owned subsidiary of Focus Financial Partners, LLC. Focus Financial Partners Inc. is the sole managing member of Focus Financial Partners, LLC and is a public company. Focus is a leading partnership of elite independently managed, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms.

What Makes Us Different

Tax planning is ingrained in our process

Most firms outsource tax advice and just focus on asset management. We've taken a different approach because our financial advisors counsel clients on important tax topics and prepare year-end tax returns. We find that effective and strategic tax work can have a positive impact on our clients' portfolios.

See How We Approach Tax Planning

An elite team to support your journey

Your team holds advanced professional degrees and licenses ranging from JDs, MBAs, CPAs, CFPs®, CFAs®, and Investment Advisory Licenses to Masters in Taxation. The firm now has more than 30 years of industry experience and many employees have spent time at the world’s largest financial institutions. For this reason, each of our clients gains a team of industry veterans to support their journey.

Get To Know Your Team

Contact your dedicated team anytime

We understand that your time is valuable. When you call GW & Wade, you’ll speak directly to the people that are responsible for managing your wealth. With our comprehensive suite of services, we are a single point of contact for multiple facets of your financial life.

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Trust and independence

We work hard to get to know our clients and strive for solid long-lasting relationships built on mutual trust. The firm brings an independent, objective approach to managing wealth. This structure supports our goal of making our clients’ best interests our number one priority.

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Steps to build your financial plan for life

GW & Wade has been recognized as a Barron’s Top RIA firm nationwide for 2020

What are alternative investments?

See GW & Wade’s view on today’s markets