About GW & Wade, LLC
GW & Wade, LLC is an independently managed, fee-based financial advisory firm with $6 billion of assets under management (12/31/18). Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.
More information on the company can be found at www.gwwade.com.