Wellesley - Worcester St

Roger Wade

JD

Senior Wealth Advisor

93 Worcester St
Wellesley, MA 02481

Roger Wade

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Roger Wade

Professional Certifications

  • JD – Juris Doctor

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.