WELLESLEY, MA -– In the February edition of Boston Magazine, 13 GW & Wade Counselors are recognized with the 2019 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 2019 FIVE STAR Wealth Managers by Boston Magazine:
- Kelli Adams
- Ryan Bartholomew
- Rob Bodio
- David Brodsky
- Rob Emens
- Phil Jameson
- John Murray
- Darren Norton
- Timothy Pinch
- Gerry Polcari
- Eric Rosenberg
- Matt Ryan
- Roger Wade
The Five Star Professional research team applies independent rigorous 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 independently managed, fee-based financial advisory firm with $6 billion of assets under management (12/31/18). Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. 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.
Laurie Wexler Gerber, Client Development Manager
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. Such rating may not be representative of any one client’s experience.
Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser.
Required eligibility criteria for the Five Star Wealth Manager Award are (1) Credentialed as an investment advisory representative or a registered investment advisor; (2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (3) Favorable regulatory and complaint history review; (4) Fulfilled their firm review based on internal firm standards; and (5) Accepting new clients.
Eligibility criteria for the Five Star Wealth Manager Award that are considered include (1) One-year client retention rate; (2) Five-year client retention rate; (3) Non-institutional discretionary and/or non-discretionary client assets administered; (4) Number of client households served; and (5) Education and professional designations.
3,619 Boston area wealth managers were considered for the award. 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers.
Working with a Five Star Wealth Manager is no guarantee of future investment success, nor is there any guarantee that the identified professionals will be awarded this accomplishment by Five Star Professional in the future. GW & Wade did not pay a fee to participate in the Five Star recognitions, although a fee was paid for magazine placement and the creation of a more detailed profile. For more information concerning the Five Star Wealth Manager Award, please see https://www.fivestarprofessional.com/public/wmresearch and https://www.fivestarprofessional.com/wmdisclosures/BOSWM19.