|
|
 |
| |
|
Home > Financial Services > Stock Brokers > G. W. & Wade Asset Management Company, Inc.
G. W. & Wade Asset Management Company, Inc.
G. W. & Wade Asset Management Company, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
For the past two decades, GW & Wade has served the unique financial needs of successful executives, entrepreneurs, professionals and their families. They bring an independent, objective approach to managing your wealth.
They design sophisticated investment management and financial planning strategies for clients helping clients take control of building the most important aspects of their financial lives.
As a natural extension of their work with individual clients, it serves companies of all sizes from small, privately held firms to large Fortune 500 corporations to build and manage two specific benefit programs. These include Financial Counseling for Executive Management Teams 401(k) Plan Services.
Their counselors serve individuals, families and executive management teams nationwide. Many of their clients are from New England and California, and when clients relocate, regardless of location, they continue to serve their financial needs.
In planning to go public, this company hired GW & Wade to counsel each member of their executive team. Eventually, the company was sold to another company. As the company switched strategies, the firm reacted to the changing needs of each executive and their personal financial situation.
They helped each of these executives, who worked with their many financial counselors, to build personal investment plans, which were informed by their comprehensive knowledge of what was happening with their company. Furthermore, the company held employee seminars on stock options, IPOs and tax implications of both.
Their goal is to become the trusted financial advisor to their clients. This requires their total commitment to superior client service, complete objectivity and expertise in all areas of the financial advisory business.
Financial Services Companies
all are here at FinancialBrowsers.com Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.
Back to Stock Brokers
|
|
|
|
|
|
|