News & Resources

News & Resources

Recent News from GW & Wade

02/04/2019

WELLESLEY, MA -– In the February edition of Boston Magazine, 13 GW...

12/11/2018

WELLESLEY, MA, PALO ALTO, CA & RESTON, VA -– GW & Wade, LLC, an...

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...

Events

Thursday, June 13, 2019
8:00 AM - 9:30 AM

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.