GW & Wade, LLC

November 05, 2013 12:22 ET

GW & Wade Announces Recognition by Regional and National Publications

WELLESLEY, MA--(Marketwired - Nov 5, 2013) - GW & Wade, LLC, an independent, fee-based financial advisory firm, is pleased to announce its ranking among the elite of financial advisors.

GW & Wade ranks #14 out of 25 on the Boston Business Journal's Largest Independent Investment Advisers.

GW & Wade also ranks #34 out of 522 on Financial Advisor Magazine's 2013 RIA Ranking. Click here for ranking:

"We are delighted to be recognized as a leading financial advisor, both locally and nationally," said Neil Goldberg, a GW & Wade principal. "For more than 27 years, we have brought the right mix of services and advice to clients who have a unique set of financial advisory needs. Through our holistic approach to building a financial plan, and our helping clients build and manage their investment portfolios, we have been privileged to have long-standing and loyal clients across New England, California and nationwide."

About GW & Wade

GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Palo Alto, CA and Wellesley, MA. 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

Contact Information

  • Contact:
    Laurie Gerber
    Business Development
    Email Contact