John Murray, Jd Email & Phone Number

For the past 23 years I have had the pleasure to work with a great group of diverse and dynamic clients at GW & Wade. I specialize in the needs of high net worth and ultra-high net worth families. With the help and support of dedicated staff at GW & Wade, I become the family’s Chief Financial Officer where I help navigate all aspects of their financial lives including investments, taxes, estate planning, education, retirement, and increasing large charitable and multigenerational plans. I take great pride and pleasure in the work and I look forward to doing it for many years to come. At GW & Wade we take this 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 GW & Wade Principal I hold the following credential and licenses:JDSeries 7 Series 66Admitted to practice law:MassachusettsSpecialties: Independent Wealth ManagementPrivate Wealth ManagementWealth Management PhilosophyInvestmentsAsset ManagementFinancial Planning for WomenLife ManagementTax Planning and Preparation

Listed skills include Holistic Financial Planning, Investment Management, Asset Management, Retirement Planning, and 4 others.