GW & Wade, LLC Ranks Among Elite Group by Financial Times

Tuesday, July 26, 2016

WELLESLEY, MA-– GW & Wade, LLC, an independent, fee-based financial advisory firm, is pleased to announce its been selectively named to the 2016 Financial Times 300 Top Registered Investment Advisors. This recognitions is a direct result of the outstanding relationships our firm has had the privilege to build with clients for over 30 years.

Each year, the Financial Times— one of the world's leading media organizations focused on international business and economic news—publishes a list of the "300 Top Registered Investment Advisors" in the U.S. Our firm is very pleased to be included on the list for 2016. Click here to see the special report published by the Financial Times announcing this year's 300 Top Registered Investment Advisors and the methodology used in their selection process.

“We are delighted to be recognized as a leading financial advisor,” said Neil Goldberg, a GW & Wade Principal.  “For more than 30 years, we have brought the right mix of services and advice to clients who have a unique set of financial advisory needs.  Through our holistic approach to building a financial plan, and our helping clients build and manage their investment portfolios, we have been privileged to have long-standing and loyal clients across New England, California and nationwide.”

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

More information on the rankings can be found at http://www.ft.com.

Contact

Neil Goldberg, Principal
ngoldberg@gwwade.com
781.239.1188

 

FT300 selection is based on the FT’s views of the performance of RIAs reporting to the SEC $300 million or more assets under management (“AUM”) in six primary areas, including: AUM, asset growth rate, the firm’s years in existence, SEC compliance record, industry certifications of key employees and online accessibility.  AUM and asset growth comprise roughly 80-85% of the advisor’s score. The FT300 is presented as an “elite group” rather than a competitive ranking of 1 to 300.  Neither GW & Wade nor any of its principals or employees paid a fee for inclusion in the FT300 annual list.       

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 he/she will experience a certain level of results if 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.  Please refer to the specific rankings referenced above for a more detailed description of the criteria used with respect to the award or recognition granted to GW & Wade.