||Established in 1986
||Offices in Wellesley, MA and Palo Alto, CA
|Assets Under Management
||Over $6.2 billion in assets under management (as of September 30, 2017)
||Over 2,000 clients, served by 18 discrete counseling teams
||Over 60 employees, including tax attorneys, investment advisors, accountants, and certified financial planners
||GW & Wade structures fees to reflect each specific client engagement.
||GW & Wade LLC is a Registered Investment Adviser