How does the advisor help clients – Key Takeaways:
GW & WADE, LLC is a leading financial advisory firm that provides a wide range of services to help clients achieve their financial goals. With their expertise and experience, the firm offers personalized solutions to meet the unique needs of each client.
Facts and Insights
GW & WADE, LLC was founded in 2007 and has been in business for over 14 years. With over $2.5 billion assets under management and a team of 10 experienced advisors, the firm has built a strong reputation for providing top-notch financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 10 | 14 years |
Financial Services Offered
GW & WADE, LLC offers a comprehensive range of financial services, including wealth management, financial planning, retirement planning, estate planning, tax planning, and investment management. They also provide specialized services for business owners, executives, and affluent families.
Client Types:
The firm works with a diverse range of clients, including individuals, families, business owners, and executives. They cater to clients with various financial needs and goals, providing tailored solutions to help them achieve financial success.
Fees & Compensation
The advisors at GW & WADE, LLC are fee-based, meaning they are compensated through a percentage of the assets they manage for their clients. This structure ensures that their interests are aligned with their clients’ and they strive to provide the best possible returns for their clients.
Background
The team at GW & WADE, LLC has an impressive background, with a diverse range of education and experience in finance and wealth management. Their advisors hold advanced degrees and certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their expertise in the field.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, GW & WADE, LLC is required to disclose any conflicts of interest and potential risks to their clients. They are committed to transparent and ethical practices, and their advisors work in the best interest of their clients at all times.