Forbes Names GW & Wade, LLC to Top 50 Wealth Manager List for Second Year in a Row

Wednesday, April 30, 2014

WELLESLEY, MA -– GW & Wade, LLC is pleased to be ranked again on Forbes' annual Top 50 Wealth Manager list, along with an elite group of firms nationwide. 

GW & Wade is ranked as the 13th largest fee-based Registered Investment Advisory (RIA) firm, up from 32nd last year. Here is the complete Forbes Top 50 Wealth Manager List: www.forbes.com/top-50-wealth-managers. As the article points out, this growth is fueled by an increased “demand for financial advice, and specifically, the shift to fee-based and fee-only investment advice.” (See our recent blog, The Trillion Dollar March.)

"It is a great honor for GW & Wade to be included in Forbes' list of Top 50 Wealth Managers,” said Neil Goldberg, Principal at GW & Wade, LLC. "Our highly talented teams of tax-attorneys, CPAs and investment advisors help our clients work toward secure financial futures, by simplifying many of the complexities of tax, estate and investment planning.

About GW & Wade

GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Palo Alto, CA and Wellesley, MA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.

More information on the company can be found at www.gwwade.com.

Contact

Neil Goldberg, Principal
ngoldberg@gwwade.com 
781.239.1188