Tuesday, 22 May 2018
Wealth management firm addresses client interest, demand with new office.
RESTON, Va. and WELLESLEY, Mass. and PALO ALTO, Calif. (PRWEB) May 22, 2018
GW & Wade, LLC, a full-service wealth management firm focused on providing holistic investment planning, is today announcing it is opening a new office in Reston, Virginia. The office, at One Freedom Square on 11951 Freedom Drive in downtown Reston, will officially open on June 1, 2018. The office will be headed by GW & Wade Counselor, Ryan J. Bartholomew.
Bartholomew draws on close to a decade in wealth management and has been with GW & Wade since 2010 bringing expertise in investment management, tax planning and financial counsel to clients on both coasts. Before joining GW & Wade, Bartholomew specialized in estate and income tax planning, tax preparation and estate administration at a Massachusetts law firm. Bartholomew holds his General Securities Representative (Series 7) and Securities Agent & Investment Adviser Representative (Series 66) licenses and is certified to practice law in Massachusetts. He has an LL.M. (Master of Laws) degree from Boston University School of Law.
“With a significant client base and growing demand in the area, our new office is Reston is another positive step affirming our focus on providing integrated, holistic, objective wealth management advice that puts the client first,” said GW & Wade Principal and Co-Founder Roger Wade. “Ryan is a perfect choice to open the Reston office not only because of his considerable experience and skill, but also because he is well-prepared to handle clients on both coasts, with a client roster that will continue to include individuals and families in Northern California, New England and the Northern Virginia/Washington DC area. The whole GW & Wade team looks forward to serving current and new Washington DC and Northern Virginia clients, and growing our roots in the area.”
For the third year in a row, GW & Wade will also sponsor and attend the 2018 Upperville Colt & Horse Show, the oldest horse show in the United States, running from June 4 - June 10. GW & Wade team members look forward to becoming an active part of and supporting the local region.
“I am excited about our new location in Northern Virginia, with its growing technology community, proximity to Dulles airport and Washington DC, history and horse country. Our current clients know our unwavering commitment to providing them with the highest level of service and we are looking forward to introducing future clients in the area to our financial advice and service model.” said Bartholomew.
About GW & Wade
GW & Wade, LLC is an independent, fee-based financial advisory firm with $6.4 billion in assets under management (as of 12/31/17), specializing in holistic wealth management services primarily for affluent individuals and families). Its offices are located in Reston, Virginia, Wellesley, Massachusetts, and Palo Alto, California. As independent fiduciaries, GW & Wade advisors provide objective advice and sophisticated financial planning strategies—along with helpful insights on everyday financial issues (home purchases, insurance questions, and more). Most importantly, GW & Wade client relationships are built on the promise of trust. Most new clients come to the firm by way of referral, following the strong endorsement of a contact who has experienced the team’s dedication and integrity first hand.
GW & Wade is also a partner firm in the Focus Financial Partners family, a collaborative network of independent, fiduciary wealth management firms. For more information, contact GW & Wade at 877.499.1133 or visit http://www.gwwade.com.