Our History & Philosophy

Our History & Philosophy

GW & Wade was formed in April of 1986 by three people in a living room in Greater Boston. Today, with locations in Wellesley, MA and Palo Alto, CA we have over 60 employees, supporting different types of clients across the U.S. and in 11 other countries.

Our common vision was to create a new model for financial advice: integrated, holistic, and objective. This model is now the industry standard, and defines what we believe a financial advisory firm should offer:

  • Expert and customized financial plans for each client
  • Full openness and transparency in all our work
  • An open-platform investment management practice
  • Separation of new client development from client service

GW & Wade is an independent, fee-based financial advisory firm with  $6.2 billion in assets under management (as of September 30, 2017).

Expert Financial Counsel

Throughout our history, we've served successful individuals and their families by providing extensive expertise in tax planning, investment management, retirement and estate planning. The goal has always been to use our professional experience to help our clients preserve and grow their wealth, and attain the goals they set for themselves and their loved ones. GW & Wade also provides personal financial counseling for the executive management teams of both public and private companies.

Meet the Team