Services

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. 

• Multi-year tax planning and strategies
• Tax return preparation & IRS communications
• Withholdings and estimated taxes
• Federal and state income tax projections
• Stock option strategies (including ISOs and non-qualified options)
• Qualified Small Business Stock

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:

• Income tax planning
• Investment management
• Retirement & estate planning
• Cash flow analysis
• Gifting strategies
• Strategic philanthropy
• Education/College planning
• Divorce-related planning
• Risk and debt management
• Maximizing equity compensation 

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:

• Financial Checkups: Cash flow analysis and balance sheet consolidation.
• Equity Compensation: Get a better understanding of equity compensation, including Qualified Incentive Stock Options (ISOs) and Non-qualified Stock Options (NSOs); discussion of 83b Elections, Rule 144, 10b5-1 trading programs and Rule 1202 Qualified Small Business Stock.
• Corporate Benefits: Understand and maximize the value of deferred compensation, phantom stock programs and other similar plans.  
• Tax Planning: Assess tax exposure, including AMT vs. regular taxes.
• Retirement Planning: Assess factors for long-term financial independence, including taxable assets, tax-deferred assets, and social security strategies.
• Estate Planning: From basic documents to advanced planning covering pre- and post-liquidity planning, opportunities for family estate planning, and charitable activities.

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:

• A network to support your journey
• Events
• Educational articles throughout the year
• Divorce-related planning
• Financial literacy programs 

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.