Roger W. Wade, JD, LL.M

Principal

Roger Wade is a Principal and Co-Founder of GW & Wade. Roger has specialized in tax and financial counseling services since 1984, helping senior corporate executives, private business owners and other professionals achieve their financial goals.

  • Admitted to practice law in Massachusetts
  • Member of the American and Massachusetts Bar Associations
  • General Securities Representative (Series 7)
  • Municipal Securities Representative (Series 52)
  • Municipal Securities Principal (Series 53)
  • Securities Agent (Series 63)
  • JD, Western New England University School of Law
  • LL.M in Taxation from Boston University School of Law
  • Former Board of Trustees Member at Western New England University
  • Former Staff Member, Journal of Taxation at Boston University
  • BA in Government from St. Lawrence University
  • Former Board Member, Connecticut College to assist undergraduates with employment 
  • 4 year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2015 - 2018