News & Resources

News & Resources

Recent News from GW & Wade

11/21/2017

WELLESLEY, MA -– GW & Wade, LLC announces the retirement of its Co-Founder, Mike Glor in a letter from Co-...

09/20/2017

WELLESLEY, MA -– GW & Wade, LLC is proud to announce that for the third year it has...

06/13/2017

GW & Wade, LLC an independent, fee-based financial advisory firm, is...

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.