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GW & Wade at Focus Partners Wealth

EST. AUM
$8,902,726,024

CONTACTS
6

CLIENT ACCOUNTS
11,861

Firm Details

Metro area Boston
CRD Number 105394
Website focuspartners.com
Client types

Overview

GW & Wade, LLC is a financial advisory group with $8.9 billion of assets under management. Since 1986, GW & Wade has served successful individuals and their families, providing extensive experience in investment management, tax preparation and planning, financial, 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. As of March 1, 2024, GW & Wade has merged with The Colony Group, which was rebranded to Focus Partners Wealth in early 2025.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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