Chris Bertetta

Associate Financial Advisor/Tax Accountant at GW & Wade LLC - Wellesley, MA, US

Chris Bertetta's Colleagues at GW & Wade LLC
Deborah Thomas

Cna

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Eric Berquist

Associate

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Katherine Scully

Account Specialist

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Kris Gosselin

Senior Executive Assistant

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Roger Wade

Principal & Co-Founder

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Jim Silva

Principal - SVP Client Development

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Heidi Lynch

Executive Assistant

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Chris Bertetta's Contact Details
Email (Verified)
***@gwwade.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
781-239-1188
Location
Company
GW & Wade LLC
Chris Bertetta's Company Details
GW & Wade LLC logo, GW & Wade LLC contact details

GW & Wade LLC

Wellesley, MA, US • 100 - 249 Employees
Financial Services

GW & Wade is an independently managed financial advisory firm with $10.5 billion of assets under management*. Its offices are located in Greater Boston, Silicon Valley, and Metro D.C. For over 35 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning.GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. Investment Advisory services offered through GW & Wade, LLC. *Assets as of 12/31/21

Financial Planning Financial Counseling Wealth Management Personal CFO Tax Planning Investment Management Estate Planning Retirement Planning Philanthropic Services 401(k) Services Stock Option Planning Asset Management Financial Services Financial Advisory Services
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Frequently Asked Questions about Chris Bertetta
Chris Bertetta currently works for GW & Wade, LLC.
Chris Bertetta's role at GW & Wade, LLC is Associate Financial Advisor/Tax Accountant.
Chris Bertetta's email address is ***@gwwade.com. To view Chris Bertetta's full email address, please signup to ConnectPlex.
Chris Bertetta works in the Financial Services industry.
Chris Bertetta's colleagues at GW & Wade LLC are Deborah Thomas, Eric Berquist, Katherine Scully, Kris Gosselin, Roger Wade, Jim Silva, Heidi Lynch and others.
Chris Bertetta's phone number is 781-239-1188
See more information about Chris Bertetta