Services
Comprehensive Financial Services
for Complex Financial Lives

Each solution we provide is designed to streamline and enhance the financial lives of our clients. Through this process, we help people spend less time worrying about their financial trajectory and more time looking forward to the things that matter most.
To effectively manage your assets, we need to understand you: your long-term goals, your tolerance for market risk, and your financial resources. With this information, we design an allocation for your portfolio - ensuring that your portfolio is tailored to address your unique challenges and goals.
Most wealth management firms collaborate with outside tax professionals, but we take a different approach. At GW & Wade, your dedicated team prepares annual state and federal tax returns as well as counsels clients on critical tax strategies. Tax implications often factor heavily into various financial decisions and we proactively help you identify any potential savings opportunities and achieve a more thorough, overall financial strategy. This model provides a truly comprehensive planning and wealth management experience and aims to ensure that your financial plan is tax-optimized from the very start. One phone call or email is all it takes to connect who the people who manage your financial life.
Every client has unique financial goals and challenges. Some come to us looking for help managing their cash flow, while others are interested in helping grandchildren pay for college. For most, it’s a combination of priorities. Regardless of your short-term and long-term goals, our team builds customized financial plans to support your journey.
Our financial planning services cover:
When it comes to wealth management, we believe that financial planning and asset management are like the rails of a track - they need to be aligned. By working closely with you to craft a custom financial plan, our advisors help keep you on track, and adjust your plan as your circumstances change - providing truly comprehensive guidance.
GW & Wade’s equity compensation and tax planning sessions address the unique needs of executives who are involved with pre- or post-liquidity planning. We help to educate executives on the value of their various compensation and benefits programs.
Through on-site training sessions that are specifically tailored to the needs of your leadership team, we share wealth management insights that can help your company’s executives feel more confident about their personal wealth trajectory.
Topics that are covered during these on-site sessions include:
Women and men have different needs when it comes to wealth management and financial planning. With women holding key positions on our senior leadership team, GW & Wade is uniquely qualified to support women along their financial journey.
In 2016, we created our Women and Wealth program so that more women would have the opportunity to feel confident about their financial future. Whether you are a senior executive, just getting started in investing or living in retirement, this program provides opportunities covering money, career planning, family finances, investing, and tax in addition to:
Connect with GW & Wade to learn about our Women and Wealth Program and be sure to sign up for our newsletter to get updates on events coming to your area.
We’ll send you timely commentary covering investing, taxes, equity compensation, and more.
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Investment advisory services offered through GW & Wade, LLC