WELLESLEY, MA — (Marketwired) — 11/12/13 — GW & Wade, LLC, an independent, fee-based financial advisory firm, is pleased to announce its ranking among the elite of financial advisors in the Boston-area. The awards will appear in the February 2014 issue of Boston Magazine.
The following GW & Wade Counselors have been recognized as 2014 FIVE STAR Wealth Managers by Boston Magazine:
Rob Bodio
David Brodsky
Phil Jameson
John Murray
Darren Norton
Tim Pinch
Gerry Polcari
Joe Rigali
Eric Rosenberg
“We are delighted that these GW & Wade professionals have been recognized as exemplary financial advisors. Their practices, which serve clients locally and nationally, embody the qualities sought by today-s investors: professional expertise, objectivity, and personal engagement with the client and his or her family,” said Neil Goldberg, a GW & Wade Principal. “For more than 27 years, all GW &Wade Counselors have brought the right mix of services and advice to their clients, freeing them to focus on their professional and personal goals.”
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