Guidance for Entrepreneurs

What’s your 2.0 (or 3.0)? Through comprehensive wealth management services, we help entrepreneurs take the next step in their financial lives.

Planning for a Liquidity Event

Regardless of whether your company is at the start-up stage, going public, or somewhere in between, we can help you bring a tax-optimized approach to major liquidity events. And following the liquidity event, we can help ensure that these new assets are put to work.

A Single Point of Contact

We understand that your time is valuable. When you call GW & Wade, you’ll speak directly to the people who are responsible for managing your wealth. With our comprehensive suite of services, we are a single point of contact for multiple facets of your financial life.

Strategic Tax Planning

We find that effective, professional tax work can have a positive impact on our clients' situations. Tax implications often factor heavily into various financial decisions with entrepreneurs. By bringing tax-related issues to the forefront, we can help you identify any potential savings opportunities and achieve a more thorough, overall financial strategy.

Connect with Our Team

We’d love to learn about your financial goals.
Contact Us