Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
GW & Wade, Wellesley, MA
Focus Partner since September 2007
“Partnering with Focus has allowed us to confidently grow over many years, better servicing our clients while better managing our practice. At the same time, by engaging with Focus, we have created a structure to help facilitate succession-planning that ensures our firm can seamlessly serve our clients for generations to come. With Focus’ help we’ve also greatly enhanced our business development model through increased team involvement, enhanced client events, increased social media outreach, and the re-launch of our website.” — Roger Wade, Principal and Founding Partner
Based in Wellesley, MA, and Palo Alto, CA, GW & Wade serves successful entrepreneurs, professionals, and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. Led by Roger Wade and Tim Pinch, the firm was recently named as one of the best places to work in Massachusetts.