About Roger
Roger Wade founded GW & Wade, and is in his fifth decade of advising clients and focuses his practice on providing investment, tax, and financial counseling services . Throughout his career, clients including corporate executives, private business owners, and other professionals have turned to Roger to help achieve their financial goals.
- Admitted to practice law in Massachusetts
- General Securities Representative (Series 7)
- Municipal Securities Representative (Series 52)
- Securities Agent (Series 63)
- JD, Western New England University School of Law
- LL.M in Taxation from Boston University School of Law
- BA in Government from St. Lawrence University
Disclosures:
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.
Roger Wade founded GW & Wade, and is in his fifth decade of advising clients and focuses his practice on providing investment, tax, and financial counseling services . Throughout his career, clients including corporate executives, private business owners, and other professionals have turned to Roger to help achieve their financial goals.
- Admitted to practice law in Massachusetts
- General Securities Representative (Series 7)
- Municipal Securities Representative (Series 52)
- Securities Agent (Series 63)
- JD, Western New England University School of Law
- LL.M in Taxation from Boston University School of Law
- BA in Government from St. Lawrence University
Disclosures:
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.