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GW & Wade, Inc.

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GW & Wade, Inc.

Overview:

With offices in Wellesley, MA and Palo Alto, CA, we’re a wealth management firm with a difference.

Unlike other financial advisory firms, GW & Wade operates independently to provide objective investment advice and sophisticated financial planning strategies to our clients.
What Makes Us Different

GW & Wade's approach to delivering the highest level of financial advisory services always starts and ends with you, our clients. With our knowledge and breadth of experience, we help our clients connect all aspects of their financial lives: income tax planning, investment management, retirement and education fund planning, and estate and trust services.
What Sets Us Apart:

   The Fiduciary Standard – This standard, which traces its origins back to English common law, is the standard by which an independent firm like GW & Wade is held. By law, a fiduciary acts on behalf of another in situations that require great trust, honesty, and loyalty; fiduciaries must set aside their own personal motives in favor of the client’s goals. Put simply, it means that any and all advice we offer is focused on putting our clients' best interests first. We have followed this standard since our inception in 1986.
   Independent - We are not owned or affiliated with a bank or investment company, and therefore have no commissions or sales quotas to reach. Our advice is always objective and unbiased.
   Holistic Approach – We help our clients connect all aspects of their financial lives: income tax planning, investment management, retirement and education fund planning, and estate and trust services.
   Tax Planning and Completion of Tax Returns - We find that effective, professional tax work can have as positive an impact on our clients' situations as portfolio management. We file taxes for 85% of our financial planning clients. (Although if you like your current CPA and have not outgrown them, we are just as happy to work with them.)
   Open and Transparent Investment Practice - Our investment structure is based on an "open platform" of solutions for our clients' investment portfolios. We have no proprietary products and have an established Investment Committee screening and monitoring process.
   Established – In business since 1986, GW & Wade's team consists of over 50 employees including: tax attorneys, investment advisors, accountants and certified financial planners.
   Separate New Client Development - We employ a separate client development process to ensure that our approach with prospective clients blends with our culture of putting client-service first. This stands in stark contrast with the brokerage and banking worlds, where the account manager is required to generate new clients, while also servicing existing ones.
   In-House Broker Dealer – We have an affiliated in-house broker dealer to facilitate client securities trading and to provide a low cost brokerage option for clients.
   Personal CFO - We act as our clients' personal CFO and have expertise in all areas of wealth management services and financial advisory services.

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