Each client deserves a unique financial plan. We offer a highly personalized approach to wealth management, based on an in-depth understanding of our clients.

Our Philosophy

Our Team

Every member of our staff is personally chosen by founder Debra Brede for their experience and professionalism. They are all dedicated to getting to know you on a personal level to help you achieve your long-term financial goals. We believe in the Golden Rule and treat you how we would like to be treated.

Meet Our Team


We are now part of the GW & Wade, LLC family.  GW & Wade, LLC is an independently managed financial advisory firm with $10.5 billion of assets under management (12/31/21). Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, financial planning, asset management, retirement and estate planning. GW & Wade also provides equity compensation and tax planning services and seminars for the executive management teams of public and private companies.

In 2007, GW & Wade, LLC joined Focus Financial Partners as an indirect, wholly-owned subsidiary of Focus Financial Partners, LLC. Focus Financial Partners Inc. is the sole managing member of Focus Financial Partners, LLC and is a public company. Focus is a leading partnership of elite independently managed, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms.