GW & Wade is an independently managed financial advisory firm with $9.9 billion of assets under management*. Its offices are ... located in Greater Boston, Silicon Valley, and Metro D.C. For 35 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. Investment Advisory services offered through GW & Wade, LLC. *Assets as of June 30, 2021 read more