Brede’s talented team, experience, and insight will strengthen GW & Wade’s presence in the Northeast.
GW & Wade, LLC, an independently managed financial advisory firm, is pleased to announce that Debra Brede, founder of D.K. Brede Investment Management Company has joined the firm. In making this move, Debra will also be joined by her nine-person team.
“Debra and her talented team have created a highly-regarded client offering that closely aligns with the work we have been doing at GW & Wade since our firm’s inception,” says Tim Pinch, Principal of GW & Wade. “We are excited to bring on such a skilled team that will only expand our ability to continue to provide the level of service our clients deserve.”
Debra’s early experience in the brokerage business gave her the impression that many firms were more focused on their own sales goals rather than on the needs of their clients. Debra was determined to change that, and in 1990 she founded D.K. Brede Investment Management Company, Inc. to give her clients the care and attention they deserved. Debra has been named a Barron’s Hall of Fame Financial Advisor and has received numerous awards from Financial Times and Forbes, among others. Roger Wade, Principal and Co-Founder of GW & Wade says, “Debra and her team are extremely well regarded in our space, and we look forward to working with, and learning from, one another moving forward.”
“I’m very excited for the next chapter and my team’s opportunities with the firm,” Debra says. “This move was a perfect strategic fit, as it will allow our team to leverage GW & Wade’s investment management platform and their focus on tax, financial, and retirement planning for sophisticated investors.”
At GW & Wade, Debra will continue the client-first approach to wealth management that has earned her numerous industry awards while working to expand the firm’s reach in Massachusetts and the Northeast region.
About GW & Wade, LLC
GW & Wade, LLC is an independently managed financial advisory firm with $8.3 billion of assets under management (as of 12/31/20) headquartered in Wellesley, Massachusetts, with additional offices in Palo Alto, California and Reston, Virginia. For over 35 years, GW & Wade has served successful individuals and families, providing extensive tax planning, financial planning, asset management, retirement and estate planning. GW & Wade also provides equity compensation and tax planning services and seminars for the executive management teams of public and private companies. In 2007, GW & Wade joined Focus Financial Partners as an indirect, wholly-owned subsidiary of Focus Financial Partners, LLC. Focus Financial Partners Inc. is the sole managing member of Focus Financial Partners, LLC and is a public company.
In 2020, GW & Wade was ranked as one of America’s Best RIA Firms by Barron’s Magazine, a list that recognizes the premier independent advisors in the nation. Firms are ranked according to assets under management, revenue, and quality of the practice. Please see our awards and recognitions disclosure at https://www.gwwade.com/awards.
To learn more about D.K. Investment Management Company, visit https://www.bredeinvestment.com.