GW & Wade is an independently managed financial advisory firm with $10.5 billion of assets under management*. Its offices are located in Greater Boston, Silicon Valley, and Metro D.C. For over 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 12/31/21