GW & Wade, LLC an independent, fee-based financial advisory firm, is pleased to announce the hiring of Alice Hsu as Vice President of Client Development. Alice will work out of our Palo Alto office. GW & Wade...
News & Resources
Recent News from GW & Wade
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...
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.