GW & Wade is an independent, fee-based financial advisory firm with over $3.6 billion of assets under management*. Its offices are located in Wellesley, MA and Palo Alto, CA. Since 1986, GW & Wade has served successful individuals and their families, providing expertise in investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products.
GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.
*Assets as of December 2011
Specialties
Financial Planning, Financial Counseling, Wealth Management, Personal CFO, Tax Planning, Investment Management, Estate Planning, Retirement Planning, Philanthropic Services, 401(k) Services, Stock Option Planning, Asset Management
GW & Wade, LLC Activity on LinkedIn
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GW & Wade, LLC has a new Principal
Rob Emens is now Principal
