“Partnering with Focus allows 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 a structure to help facilitate succession-planning that ensures our firm can seamlessly serve our clients for generations to come.”
– Michael H. Glor, Principal and Founding Partner, GW & Wade, Wellesley, MA • Focus Partner since September ’07

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, Mike Glor, and Tim Pinch, the firm was recently named as one of the best places to work in Massachusetts.