Matthew Valentine

Chief Compliance Officer and Counsel at GW & Wade LLC - Wellesley, MA, US

Matthew Valentine's Colleagues at GW & Wade LLC

Shannon Watson

Account Specialist

Contact Shannon Watson

Faye Hark

Payroll Manager/HR Generalist

Contact Faye Hark

Margaret Watson

Associate Financial Advisor

Contact Margaret Watson

Chris Bertetta

Associate Financial Advisor/Tax Accountant

Contact Chris Bertetta

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Matthew Valentine'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

Matthew Valentine's Company 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

Details about GW & Wade LLC

Frequently Asked Questions about Matthew Valentine

Matthew Valentine currently works for GW & Wade, LLC.

Matthew Valentine's role at GW & Wade, LLC is Chief Compliance Officer and Counsel.

Matthew Valentine's email address is ***@gwwade.com. To view Matthew Valentine's full email address, please signup to ConnectPlex.

Matthew Valentine works in the Financial Services industry.

Matthew Valentine's colleagues at GW & Wade LLC are Shannon Watson, Faye Hark, John LeVangie, Margaret Watson, Lynn Porter, Marissa Malone, Chris Bertetta and others.

Matthew Valentine's phone number is 781-239-1188