Our Wealth Management Services

Our Wealth Management Services

Wealth management isn’t just about the bottom line. It’s about your life’s priorities—making sure you have solid plans in place to protect the things you value, and secure the brightest possible future for yourself and your loved ones. This kind of planning requires personal attention, ongoing conversations, and a broader view of wealth management than the one most banks and big brokerage firms provide.

That’s why GW & Wade offers a comprehensive array of financial services, along with a dedicated approach to your wealth management strategy. Whether we’re helping you plan for retirement, reduce your tax burden, or fund that college education, our counselors apply their many years of professional expertise to help you reach your goals. 

Financial Planning

Our expert counselors work closely with you to understand your needs and goals, and to craft a custom plan just for you.

Read more about GW & Wade’s financial planning services

Asset Management

Once we have worked together to create your custom plan, we can help you manage your investments and other assets to stay on track.

Read about GW & Wade’s investment management process

Tax Planning

Minimizing your tax burden should be a goal in any comprehensive financial plan. That’s why GW & Wade offers tax planning and preparation services to the clients who work with us.

Read more about GW & Wade’s tax services

Executive Team Services

GW & Wade can help the members of your executive leadership team with specific financial services, including investment planning and wealth management.

Read more about Executive Team Services