GW & Wade, LLC

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GW & Wade, LLC

Description: GW & Wade is an independent, fee-based financial advisory firm with over $5 billion of assets under management*. Its offices are located in Wellesley, MA, Palo Alto, CA and East Greenwich, RI. 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 September 30, 2015

Location: United States
City: Wellesley,
Address: 93 Worcester Street
Postal code: 02481

Legal form: Privately Held

Year of Funding: 1986

Nr of employees: 51-200 employees

Website:

Activities: 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

Industry: Financial Services


GW & Wade, LLC Contacts

Name Position Experience Current position Contact informations
Jim Da Silva Vice President Business Development Yes unavailable
Beth Lehman Chief Compliance Officer and General Counsel at GW & Wade, LLC Yes unavailable
Matthew B. Rice Staff Attorney/Associate Yes unavailable
Marc Soliman Senior Staff Accountant Yes unavailable
Dave Pinto IT Director Yes unavailable
Christina Ginger, Esq. Tax Associate at GW & Wade, LLC Yes unavailable
Andrew Elfman Staff Attorney/Associate Yes unavailable
Joel Israel, CFP® Yes unavailable
Gene Sinclair Principal and VP of Business Development Yes unavailable
Rob Emens Principal Yes unavailable

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