Client Stories

Client Stories

IF YOU ARE A TECH OR CORPORATE EXECUTIVE

  • With a fast-growing company, anticipating an IPO or other liquidity event
  • Established in your career and want to get the “financial piece” right

Your financial challenges include:

  • Concern about the tax implications of a liquidity event
  • Limited time or expertise to oversee all aspects of your financial life
  • Many moving parts in your finances and wanting to ensure that they are working together

Here's how GW & Wade can help you:

  • We can offer a comprehensive roadmap to help you create a coherent financial plan
  • We serve as the experienced professional catalyst to help you hit your targets

Contact us today to learn how we can help you

IF YOU ARE AN INDIVIDUAL OR HAVE A FAMILY

  • Starting out or deep into the school or college application process
  • Preparing to launch your “kids” toward financial independence

Your financial challenges include:

  • You know education will be expensive and you wonder how you’ll manage it
  • How to balance your own financial well-being with that of your family 

Here's how GW & Wade can help:

  • We offer you a disciplined, comprehensive, financial counseling process with a holistic approach
  • We have in-depth experience managing assets for individuals and families

Contact us today to learn how we can help you

IF RETIREMENT IS IN YOUR SIGHTS

  • You are thinking about a specific retirement age and it’s coming up quickly
  • You are years away from retirement, but you know you need thoughtful planning to get there

Your financial challenges include:

  • You wonder if your accumulated assets will be enough and if your savings and investment strategies are working
  • Your assets are scattered across different accounts at different institutions, with no coordinated strategy

Here's how GW & Wade can help you:

  • We bring deep experience guiding people toward and through successful retirement
  • We use a disciplined process to show you clearly where you stand and what still needs to be done

Contact us today to learn how we can help you