"I love GW & Wade Wealth Management | Wellesley, MA and Palo Alto, CA"

2022-07-03 23:26:13

Client Experience Becoming a Client Who We Serve Entrepreneurs Executives & Professionals Business Owners Retirees Individuals & Families Steps to build your financial plan for life Stock Options and Tax Planning for Equity Compensation 2021 GW & Wade Celebrates 35 Years About us Meet Your Team Why GW & Wade? In the Community FAQ Careers Form CRS GW & Wade Recognized in 2021 for the Third Consecutive Year as a Barron's Top RIA Firm Ryan Bartholomew, JD, LL.M named Firm Principal Kelli Adams & Heather Schirmer Mahoney named Firm Principals Our Services Asset Management Tax Planning Financial Planning Executive Team Services Women and Wealth State of the Crypto Market & Digital World Women & Wealth Program (Featured in Vanity Fair) Estate and Gift Tax Planning Strategies for 2022 Insights Quarterly Commentary Blog Events Resources GW & Wade's Thoughts on Market Volatility Q1 2022 Economic & Market Commentary State of the Crypto Market & Digital World Contact Us Client Login Trust. Choice. Time. What does financial freedom look like for you? i want to: Work with an Advisor to manage my money Begin building a financial foundation Simplify my financial life Structure my startup to maximize a future liquidity event Understand the tax implications of my stock options Get help planning for my retirement Understand the personal implications of a business merger, acquisition, or exit Protect my estate and solidify my legacy GW & Wade is a single point of contact to manage multiple facets of your financial life. Learn more Assets From investment portfolios to incentive stock options Tax Strategic guidance for complex financial lives Planning Connecting today to tomorrow, through comprehensive planning Who we are The size, experience, and insights to support your financial goals. $10.5B AUM 36 Years in Business 4 Locations 80+ Professionals Nationwide Say hello to your team GW & Wade is a team of over 80 professionals, including tax specialists, investment managers, JDs, CPAs, CFPs®, and CFAs®. Roger W. Wade, JD, LL.M Principal & Co-Founder Roger Wade is a Principal and Co-Founder of GW & Wade. Roger has specialized in tax and financial counseling services since 1984, helping senior corporate executives, private business owners and other professionals achieve their financial goals.Admitted to practice law in MassachusettsMember of the American and Massachusetts Bar AssociationsGeneral Securities Representative (Series 7)Municipal Securities Representative (Series 52)Municipal Securities Principal (Series 53)Securities Agent (Series 63)JD, Western New England University School of LawLL.M in Taxation from Boston University School of LawBA in Government from St. Lawrence UniversityFormer Board of Trustees Member at Western New England University5 year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2015 - 2019 Heather S. Mahoney, JD VP of Operations & General Counsel Heather Mahoney is GW & Wade’s Vice President of Operations and General Counsel. Heather is responsible for overseeing the firm’s legal and regulatory responsibilities as well as strategic initiatives related to the firm’s continuing growth. In addition, Heather oversees our Investment Committee. Heather is also a member of the firm's Women & Wealth program.Heather has been working in the financial services industry for more than 15 years. Prior to joining GW & Wade, Heather served as Chief of Staff to the CEO at Grantham, Mayo, Van Otterloo & Co. LLC, where she worked cross-functionally to solve complex business problems, interface with the board of the directors, and execute on other matters of firm wide importance. Before that role, Heather led the firm’s product development effort, focusing on bringing investment funds to market, and also served as legal counsel for 9 years.Heather’s legal practice focused on matters related to the firm’s institutional investor client-base, in addition to regulatory, compliance and corporate governance matters. Heather began her career in financial services in the legal department of Wellington Management LLP.Member of the Massachusetts Bar AssociationJD, Suffolk University Law SchoolBS, Salem State College Timothy Pinch, JD, LL.M Principal Tim Pinch has been a Principal with GW & Wade since 1987. Tim specializes in tax and retirement planning.Prior to GW & Wade, Tim was an attorney with the U.S. Navy Judge Advocate General Corps, and also advised retired naval officers on tax and retirement planning.Admitted to practice law in MassachusettsMember, American and Massachusetts Bar AssociationGeneral Securities Representative (Series 7)Registered Options Principal (Series 4)Direct Participation Programs Representative (Series 22)Securities Agent (Series 63)JD, Western New England College School of LawLL.M in Taxation from Boston University School of LawBA in History from Georgetown UniversityInvestment Advisory Board Member, Glastonbury AbbeyTrustee, Massachusetts Soldiers Legacy Fund (MSLF)7 Year Recipient of FIVE STAR Wealth Manager Award in Boston Magazine - 2013 - 2019 Kelli A. Adams, CFP®, EA Counselor Kelli Adams has been with GW & Wade since 2005. Kelli brings her expertise in tax, investment and retirement planning to her clients. Kelli also serves as a co-lead in GW & Wade’s Women and Wealth program.Prior to GW & Wade, Kelli specialized in taxation and investments at State Street Corporation. She currently provides tax, investment and retirement advice to executives, retirees, entrepreneurs and young professionals.CERTIFIED FINANCIAL PLANNER™General Securities Representative (Series 7)Securities Agent & Investment Adviser Representative (Series 66)Enrolled Agent (EA)BS, University of New Hampshire5 year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2015 - 2019 Ryan J. Bartholomew, JD, LL.M Counselor Based in Reston, and serving clients from our Palo Alto, Wellesley and Reston offices, Ryan Bartholomew has been with GW & Wade since 2010. Ryan brings expertise in investment management, tax planning and financial counseling to his clients.Prior to GW & Wade, Ryan specialized in estate and income tax planning, tax preparation and estate administration at a Wellesley, MA law firm.Admitted to practice law in MassachusettsGeneral Securities Representative (Series 7)Securities Agent & Investment Adviser Representative (Series 66)LL.M in Taxation from Boston University School of LawJD, New England School of LawBS in Political Science & International Affairs from Florida State University3 year recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2017 - 2019 Margaret Gaisford Welborn, JD Counselor Meg Welborn joined GW & Wade in 2009 specializing in tax and estate planning, financial counseling and investment management as well as serving as a co-lead in GW & Wade’s Women and Wealth program.Prior to joining GW & Wade, Meg was a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand).Admitted to practice law in Massachusetts and CaliforniaGeneral Securities Representative (Series 7)Securities Agent & Investment Adviser Representative (Series 66)JD, Suffolk University Law SchoolBA in English Literature, University of Connecticut View the full team Resources View more Article Debit Card Fraud Alert Learn More Article War in Ukraine and the Markets Learn More Article GW & Wade's Q1 2022 Economic & Market Commentary Learn More Wellesley 93 Worcester StreetWellesley, MA 02481781.239.1188 Palo Alto 540 Cowper Street Palo Alto, CA 94301 650.618.6388 Reston Two Fountain Square11921 Freedom DriveReston, VA 20190571.325.5888 Needham 1253 Highland AvenueNeedham, MA 02492781.444.9367 Subscribe to Our eNewsletter We’ll send you timely commentary covering investing, taxes, equity compensation, and more. Client Experience Becoming a Client Who We Serve Entrepreneurs Executives & Professionals Business Owners Retirees Individuals & Families About Us Meet Your Team Why GW & Wade? In the Community FAQ Careers Form CRS Our Services Asset Management Tax Planning Financial Planning Executive Team Services Women and Wealth Insights Blog Events Resources Copyright © 2022 GW & Wade - All Rights Reserved | Disclosures | Terms of UseInvestment advisory services offered through GW & Wade, LLC