GW & Wade, LLC, an independently managed financial advisory firm, announces today that Kelli Adams, CFP ®, EA and Heather Schirmer Mahoney, JD have been named principals. GW & Wade continues to expand its Women & Wealth program and the client-centric values shared by Kelli and Heather will be instrumental to the continued success the firm has enjoyed since its founding in 1986.
"GW & Wade now has 13 partners across the country and has retired five partners in our 34-year history. Expanding our partner ranks when outstanding candidates are presented helps ensure the long-term sustainability of the firm," says Roger W. Wade, the firm’s Co-Founder. "We are extremely fortunate to have Kelli and Heather—two bright, committed, thoughtful, energetic and creative people—as part of the partner group. I have high expectations for our new partners, and I’m confident they will help the firm continue to successfully serve our clients for years to come."
Kelli joined the firm in 2005 and became a Financial Counselor in 2012. Kelli’s commitment to fostering client relationships—including her work as the Co-Lead of the firm’s Women & Wealth initiative —will continue to serve her well as Principal.
Developing new clients and retaining them is the absolute key to the growth of GW & Wade," says Timothy Pinch, Principal of GW & Wade since 1987. "As a Counselor, Kelli has led by example, and her clients trust and rely on her for their financial decisions. As a Principal, Kelli will have a key leadership role in not only growing her own practice, but mentoring younger GW & Wade advisors as they move up the ranks within the firm.
Heather has served as the VP of Operations since 2017 and General Counsel at GW & Wade since 2018. In less than three years at GW & Wade, Heather’s extensive experience in strategic, cross-functional initiatives has made her an invaluable member of the firm. In addition to overseeing the firm’s strategic business initiatives and legal and regulatory responsibilities, Heather serves as Co-Chair of the firm’s Investment Committee.
"Since Heather has joined the firm, she has been a vital part of the team," says Pinch. "Our firm is in a growth mode both organically and inorganically, and Heather’s leadership in identifying and capitalizing on opportunities will be a valuable and welcome addition to our group of partners."
As principals of GW & Wade, LLC, Kelli and Heather will help grow the firm’s Women & Wealth and Young Investor initiatives, along with working to enhance the firm's overall technology offerings. These programs offer education on financial planning and wealth management to specific market segments to encourage these groups to take more ownership of their financial futures. Kelli will continue to provide the client service that has made her an indispensable part of GW & Wade, while Heather will evaluate new service models to ensure the firm continues to evolve to meet changing client needs.
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.
In 2019, GW & Wade was ranked #22 out of the top 50 RIA firms nationwide by Barron’s Magazine, a list that recognizes the premier independent advisors in the nation, ranked according to assets under management, revenue, and quality of the practice. Please see our awards and recognitions disclosure at www.gwwade.com/awards.
Laurie Wexler Gerber, Director of Marketing