News | March 15, 2021

GW & Wade Counselors Recognized with 2021 Boston Magazine's FIVE STAR Wealth Manager Award For the Twelfth Consecutive Year

by  Laurie Wexler Gerber, MBA, GW & Wade Director of Marketing

WELLESLEY, MASS. In the March edition of Boston Magazine, 17 GW & Wade counselors are recognized with the 2021 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 2021 FIVE STAR Wealth Managers by Boston Magazine:

• Kelli Adams
• Ryan Bartholomew
• Rob Bodio
• Debra Brede
• David Brodsky
• Rob Emens
• Phil Jameson
• John LeVangie
• Barry Morgan
• John Murray
• Darren Norton
• Timothy Pinch
• Eric Rosenberg
• Matt Ryan
• Adam Silvey
• 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 for the duration of their award year.
Congratulations to all 17 Five Star Wealth Manager Award recipients on this impressive distinction!
Please see our awards and recognitions disclosure at

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) 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 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.

More information on the company can be found at

Laurie Wexler Gerber, Director of Marketing


Laurie Wexler Gerber, MBA, GW & Wade Director of Marketing


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