Roger W. Wade, JD, LL.M

Managing Director, Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Roger W. Wade, JD, LL.M

Investment Strategies
Tax Planning
Financial Counseling


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2015 – 2024)


Member of the American and Massachusetts Bar Associations
Former Board of Trustees Member at Western New England University

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

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.