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GW & Wade Counselors Awarded Boston Magazine's 2014 FIVE STAR Wealth Manager for Fifth Consecutive Year

WELLESLEY, MA -- (Marketwired) -- 11/12/13 -- GW & Wade, LLC, an independent, fee-based financial advisory firm, is pleased to announce its ranking among the elite of financial advisors in the Boston-area. The awards will appear in the February 2014 issue of Boston Magazine.

The following GW & Wade Counselors have been recognized as 2014 FIVE STAR Wealth Managers by Boston Magazine:

  • Rob Bodio
  • David Brodsky
  • Phil Jameson
  • John Murray
  • Darren Norton
  • Tim Pinch
  • Gerry Polcari
  • Joe Rigali
  • Eric Rosenberg

"We are delighted that these GW & Wade professionals have been recognized as exemplary financial advisors. Their practices, which serve clients locally and nationally, embody the qualities sought by today's investors: professional expertise, objectivity, and personal engagement with the client and his or her family," said Neil Goldberg, a GW & Wade Principal. "For more than 27 years, all GW &Wade Counselors have brought the right mix of services and advice to their clients, freeing them to focus on their professional and personal goals."

About GW & Wade

GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Palo Alto, CA and Wellesley, MA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.

More information on the company can be found at

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Laurie Gerber
Business Development
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