Just the Facts

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