WELLESLEY, MA — (Marketwired) — 11/05/13 — 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.”
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:
Laurie Gerber
Business Development
781.239.1188