April 21, 2018 7:04 PM ET

Capital Markets

Company Overview of GW & Wade, LLC

Company Overview

GW & Wade, LLC is an employee owned investment manager. The firm also provides wealth management services including income tax planning, retirement and education fund planning, and estate and trust services. It also provides personal financial counseling for the executive management teams of public and private companies. The firm primarily provides its services to high net worth individuals. It also caters to individuals, pension and profit sharing plans, and charitable organizations. The firm manages separate client-focused equity portfolios. It invests in the public equity markets. The firm employs a combination of fundamental and technical analysis to make its investments. GW & Wade, LLC ...

93 Worcester Street

Wellesley, MA 02481

United States

Founded in 1986





Key Executives for GW & Wade, LLC

Founding Partner, Principal, Treasurer, and Counselor
Principal, Director of Premier Services, and Counselor
Principal, Managing Director, and Counselor
Managing Director, Principal, and Counselor
Principal, Secretary, and Counselor
Compensation as of Fiscal Year 2017.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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