News | March 13, 2020

GW & Wade Counselors Recognized with 2020 Boston Magazine's FIVE STAR Wealth Manager Award For Eleventh Consecutive Year

by  Laurie Wexler Gerber, MBA, Director of Marketing

WELLESLEY, MA – In the March edition of Boston Magazine, 15 GW & Wade counselors are recognized with the 2020 Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

The following GW & Wade Counselors have been recognized as 2020 FIVE STAR Wealth Managers by Boston Magazine:

  • Kelli Adams
  • Ryan Bartholomew
  • Rob Bodio
  • David Brodsky
  • Rob Emens
  • Phil Jameson
  • Barry Morgan
  • John Murray
  • Darren Norton
  • Timothy Pinch
  • Gerry Polcari
  • Eric Rosenberg
  • Matt Ryan
  • Roger Wade
  • Meg Welborn

The Five Star Professional research team applies independent rigorous research and evaluation process to identify service professionals who provide quality services to their clients. After the research is completed and the results are in, Five Star award winners are announced in a special section within the Boston Magazine. Award winners are also listed on the Five Star Professional web site at www.fivestarprofessional.com for the duration of their award year. 

Congratulations to all 15 GW & Wade Five Star Wealth Manager Award recipients on this impressive distinction!

Please see our awards and recognitions disclosure at www.gwwade.com/awards.

 

About GW & Wade, LLC

GW & Wade, LLC is an independently managed financial advisory firm with $6.7 billion of assets under management (as of 12/31/19) with locations in Wellesley, Massachusetts, Palo Alto, California and Reston, Virginia. For 34 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.

Contact:
Laurie Wexler Gerber, Director of Marketing
lgerber@gwwade.com
781-239-1188

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Laurie Wexler Gerber, MBA

Director of Marketing

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