Updated June 30 at 11:30pm

R.I. investment adviser joins GW & Wade

WELLESLEY, Mass. – GW & Wade, an independent registered investment adviser with $4.8 billion in assets under management, announced last week that it has added Paul St. Onge, an East Greenwich-based investment adviser with $150 million in client assets to its team.

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financial services

R.I. investment adviser joins GW & Wade

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WELLESLEY, Mass. – GW & Wade, an independent registered investment adviser with $4.8 billion in assets under management, announced last week that it has added Paul St. Onge, an East Greenwich-based investment adviser with $150 million in client assets to its team.

GW & Wade is a Wellesley-based partner of Focus Financial Partners LLC, the largest international partnership of independent wealth management firms.

St. Onge has run an investment-advising firm since 1983, acting as a sole practitioner, and serving clients in New England and Florida. After signing a succession agreement with GW & Wade in 2013, St. Onge and GW&W decided that, due to the complementary nature of the businesses, a formal merger of the businesses was called for. •

29~17, 072814 Rhode Island & Massachusetts News Briefs, financial services, banking, Paul St. Onge, GW & Wade¸, 29~17, issue072814export.pbn

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