CoverProfile

Jeffrey T

Wealth Advisor

GW & Wade

United States, Massachusetts, Boston

About Me

At Focus Partners | Wealth we take a holistic approach to wealth management, to help clients connect all aspects of their financial lives. I provide independent, objective investment management and a comprehensive range of financial advice to entrepreneurs, executives, and other professionals. I counsel my clients regarding investment strategy; income, gift, and estate taxes; managing and diversifying stock options, restricted stock, founder's shares, and other concentrated public and private equity holdings; planning for retirement and other significant life events; charitable giving; risk management; and estate plan structure. As a Focus Partners | Wealth Advisor I hold the following cr

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Profile Information

Wealth Advisor

GW & Wade

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Mar 5, 2025

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