News & Resources

News & Resources

Recent News from GW & Wade

06/13/2017

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

01/30/2017

WELLESLEY, MA-– In the February edition of Boston Magazine, 13 GW & Wade counselors are recognized with the 2017 Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to...

11/28/2016

WELLESLEY, MA -– GW & Wade, LLC, a full-service wealth management firm with a long local history, recently captured thirteenth place on Boston Business Journal’s...

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.