G.W. & Wade

GW & Wade is a wealth management firm and Registered Investment Advisor (RIA) headquartered in Wellesley, Massachusetts. Founded in 1986, the firm specializes in providing comprehensive financial planning, tax planning, asset management, and estate planning services to high-net-worth individuals and families. While the firm operates in the financial services sector, it has a notable presence in the life sciences community, often providing specialized financial advisory services to executives and professionals within the biotechnology and pharmaceutical industries. In 2024, GW & Wade merged with The Colony Group, another partner firm within the Focus Financial Partners network, and now operates as GW & Wade at The Colony Group. The firm is recognized for its expertise in managing complex equity compensation and tax strategies for clients in high-growth sectors.