GW & Wade LLC is a financial services firm based in East Greenwich, RI, with over 36 years of experience in tax and financial counseling services. With $8.9 billion in assets under management, the firm offers a range of services including asset management, tax planning, and financial planning for entrepreneurs, executives, professionals, business owners, retirees, individuals, and families.
Comprised of a team of over 85 professionals, including tax specialists, investment managers, JDs, CPAs, CFPs, and CFAs, GW & Wade LLC provides comprehensive support to help clients achieve their financial goals. The firm's principals, Roger W. Wade and Heather S. Mahoney, bring extensive expertise in tax and financial counseling, while maintaining a commitment to client satisfaction and financial freedom.
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