GW & Wade, LLC

GW & Wade, LLC www.gwwade.com - GW & Wade is an independently managed financial advisory firm with offices in Great

GW & Wade is an independently managed financial advisory firm with $10.5 billion assets under management (as of December 31, 2021). 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.

U.S. economic activity remained strong in 2023 as the economy withstood the initial shock associated with the rapid pace...
02/13/2024

U.S. economic activity remained strong in 2023 as the economy withstood the initial shock associated with the rapid pace of monetary tightening.

A surprise increase in November retail sales dispelled lingering pessimism about the economy and reinforced growing sentiment that the U.S. could beat inflation without paying the price in significantly weaker growth. Also in November, the unemployment rate fell, inflation cooled, and the Federal Reserve pivoted away from raising interest rates while considering when to cut them. While further tightening has remained possible, it has grown less probable.

In our Q4 Economic & Market Commentary, we discuss the fourth quarter of 2023, recent market developments, and the outlook for the new year. Read our full Q4 Economic & Market Commentary here: https://hubs.li/Q02kMnkT0

GW & Wade is honored to be recognized as a Barron's Top RIA Firm in 2023 for the fifth consecutive year, ranking among t...
10/24/2023

GW & Wade is honored to be recognized as a Barron's Top RIA Firm in 2023 for the fifth consecutive year, ranking among the nation’s top RIA firms. Thank you to Barron’s, our clients for their trust in us, and to our team for their hard work.



Full ranking -
https://hubs.li/Q026zQLs0

Barron’s Top RIA Firm ranking was awarded in September 2023 for the year ending 12/31/2022. Compensation paid to Barron’s to promote the ranking. See GW & Wade’s important disclosures regarding awards & recognitions – https://hubs.li/Q026zJLC0

This summer’s combination of easing inflation and cooling labor market has fueled optimism that the U.S. economy could b...
10/20/2023

This summer’s combination of easing inflation and cooling labor market has fueled optimism that the U.S. economy could be on the cusp of achieving a soft landing, in which interest-rate increases corralled inflation without causing a recession. But soft landings are considered rare because they are tricky to pull off.

In our Q3 Economic & Market Commentary, we discuss the three factors that would explain why the U.S. economy keeps defying predictions of recession. Read our full Q3 Economic & Market Commentary here: https://hubs.li/Q026hKHj0

Summer may be the perfect time to travel, rest, and relax, but we still need to be vigilant about safeguarding our perso...
08/24/2023

Summer may be the perfect time to travel, rest, and relax, but we still need to be vigilant about safeguarding our personal information.

Cybercriminals don’t take vacations, and phishing, scams, malware, and cyberattacks aren’t seasonal. Protecting your personal and business data isn’t easy, but if you take the right steps, you can minimize your risk when you’re in the office, at home, or on the beach.

Please read our cybersecurity guide to learn the ten most important steps you can take to safeguard your data https://hubs.ly/Q01_-mgD0

GW & Wade is honored to be ranked in the Boston Business Journal as the 7th Largest Independent Investment Adviser in Ma...
08/23/2023

GW & Wade is honored to be ranked in the Boston Business Journal as the 7th Largest Independent Investment Adviser in Massachusetts for 2023. A big thank you to our clients and our team — we look forward to achieving new heights together!

BBJ recognized GW & Wade in July 2023 as a Largest Independent Adviser for the
twelve months ending 6/1/23. Please see GW & Wade’s important disclosures regarding awards and recognitions

https://hubs.li/Q01_-7VC0

GW & Wade is excited to be recognized in FA Magazine’s 2023 RIA Rankings. We are honored and thank our clients and our t...
08/11/2023

GW & Wade is excited to be recognized in FA Magazine’s 2023 RIA Rankings. We are honored and thank our clients and our team. https://hubs.li/Q01-Qb7v0

Financial Advisor Magazine’s ranking was awarded in July 2023 and is based on assets under management (AUM) for the year ending 12/31/2022. Please see GW & Wade’s important disclosures regarding awards and recognitions https://hubs.li/Q01-Q7zW0

In our Q2 Economic & Market Commentary, we discuss a still-strong economy, a tight labor market, and the outlook for the...
07/26/2023

In our Q2 Economic & Market Commentary, we discuss a still-strong economy, a tight labor market, and the outlook for the next quarter. Read more: https://hubs.li/Q01YPx3W0

Equity compensation has steadily grown in popularity but exercising stock options comes with complex tax implications. O...
06/14/2023

Equity compensation has steadily grown in popularity but exercising stock options comes with complex tax implications. On Tuesday, June 27th, we will discuss how to strategically exercise your options as you seek to capture the most benefit. Register now. https://hubs.li/Q01Tmhf80

Serving founders and their teams for the last 3 decades, GW & Wade is proud to sponsor Underscore VC’s 2023 events for t...
05/02/2023

Serving founders and their teams for the last 3 decades, GW & Wade is proud to sponsor Underscore VC’s 2023 events for the Core community and those focused on driving innovation.

https://hubs.li/Q01Nkp0B0

The economic and financial landscape has changed dramatically over the past weeks due to the banking crisis that began w...
04/24/2023

The economic and financial landscape has changed dramatically over the past weeks due to the banking crisis that began with the failure of Silicon Valley Bank and concerns about the stability of mid-size regional banks, which have increased volatility in financial markets.

There could be lasting economic consequences with financial market conditions having tightened considerably in recent weeks. Credit growth to the non-financial sector could downshift, exerting headwinds on U.S. GDP growth in coming quarters. Lingering uncertainty should keep credit spreads wider in the coming weeks and months, and many banks could tighten lending standards, at least in the near term.

Although a mild recession in the year's second half has remained the most likely outcome, several positive developments have boosted the odds that the economy could avoid a recession….Read our full Q1 Economic & Market Commentary here: https://hubs.li/Q01Msmxk0 our Q1 Economic & Market Commentary, we discuss inflation, the collapse of Silicon Valley Bank, climbing interest rates, and the outlook for the next quarter. Read more: https://hubs.li/Q01MsmN70

Address

93 Worcester Street
Wellesley, MA
02481

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17812391188

Website

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