News | March 31, 2022

GW & Wade Counselors Recognized with 2022 Boston Magazine's FIVE STAR Wealth Manager Award For the Thirteenth Consecutive Year

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

WELLESLEY, MASS. In the March edition of Boston Magazine, 16 GW & Wade counselors are recognized with the 2022 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 2022 FIVE STAR Wealth Managers by Boston Magazine:

  Kelli Adams
  Ryan Bartholomew
  Rob Bodio
  Debra Brede
  David Brodsky
  Rob Emens
  Phil Jameson
  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 website at www.fivestarprofessional.com for the duration of their award year.

Congratulations to all 16 Five Star Wealth Manager Award recipients on this impressive distinction! Thank you to our clients for their support and trust in us.

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 $10.5 billion of assets under management (as of 12/31/21) with locations in Greater Boston, Silicon Valley, and Metro D.C. For over 35 years, GW & Wade has served successful individuals and families, providing asset management, extensive tax planning, financial planning, 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 www.gwwade.com.

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

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

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