Robert M. Wade is committed to helping you pursue your financial goals and objectives. He provides a variety of services, including:

  • Comprehensive financial planning
  • Retirement income planning
  • Income planning
  • Estate planning/legacy planning
  • Fee-only asset management
  • Life and disability insurance
  • Divorce financial planning
  • Long-term care insurance

Contact Us to schedule a no-obligation consultation to determine if we are the right fit for your wealth management needs.