GW & Wade Counselors Recognized with 2017 Boston Magazine's FIVE STAR Wealth Manager Award For Eighth Consecutive Year

Monday, January 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 select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

The following GW & Wade Counselors have been recognized as 2015 FIVE STAR Wealth Managers by Boston Magazine:

  • Kelli Adams
  • Ryan Bartholomew
  • Rob Bodio
  • David Brodsky
  • Rob Emens 
  • Phil Jameson
  • John Murray 
  • Darren Norton
  • Tim Pinch 
  • Gerry Polcari 
  • Eric Rosenberg
  • Matt Ryan
  • Roger Wade

The Five Star Professional research team applies independent vigorous research and evaluation process to identify service professionals who provide quality services to their clients. After the research is completed and the results are in, Five Star award winners are announced in a special section within the Boston Magazine. Award winners are also listed on the Five Star Professional web site at www.fivestarprofessional.com for the duration of their award year. 

Congratulations to all 13 GW & Wade Five Star Wealth Manager Award recipients on this impressive distinction!

About GW & Wade

GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Wellesley, MA  and Palo Alto, CA. 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

 

 
Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if GW & Wade, LLC (“GW & Wade”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of GW & Wade or its representatives by any of its clients.  Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser.  Please refer to the specific survey referenced above for a more detailed description of the criteria used with respect to the award or recognition granted to GW & Wade or its individual employees.