News & Resources

News & Resources

Recent News from GW & Wade

06/21/2018

The so-called “Millionaire’s Tax” will not appear on the Massachusetts ballot this November. The Massachusetts Supreme Judicial Court on Monday rejected a ballot question that would have raised the state income tax on...

05/22/2018

RESTON, VA, WELLESLEY, MA, PALO ALTO, CA -– GW & Wade, LLC, a full-service wealth management firm focused on providing holistic investment planning, is today announcing it is opening a new office in...

02/05/2018

WELLESLEY, MA-– In the February edition of Boston Magazine, 13 GW & Wade counselors are recognized with the 2018 Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to...

Frequently Asked Questions

What services do you provide?

GW & Wade provides comprehensive tax planning, investment management, retirement and estate planning. We serve individuals and their families, as well as providing personal financial counseling for the executive management teams of public and private companies.

What is your fee structure?

We structure our fees to suit each client engagement.

What is the minimum portfolio size you manage?

We do not have a stated minimum. Our preference is to have a preliminary conversation, to see if we can be helpful. Our goal is to fully understand the financial circumstances of prospective clients, to ensure the relationship is suitable and fair for all parties.