Thomas  Wade
Thomas Wade

Devonshire Asset Management, Inc.

Fee Only Financial Planner Located in Stoneham, MA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

92 Montvale Ave.
Suite 4170
Stoneham, MA 02180

Thomas Wade is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Company co-founder Thomas E. Wade brings more than 27 years of wealth management experience to Devonshire Asset Management, Inc. As a former equity analyst for a Boston money-management firm, and member of the investment committee at a Wellesley Hills wealth manager, Tom was responsible for both asset allocation and equity management for over 250 individual clients representing more than $200 million in assets under management.

Tom earned his Bachelor of Business Administration degree with a concentration in Finance from the University of Massachusetts, Amherst. He is a Certified Financial Planner™ practitioner and earned the Chartered Mutual Fund Counselor designation from the College of Financial Planning.

Tom also is a Registered Advisor with the National Association of Personal Financial Advisors, the nation's only organization dedicated to the "fee-only" financial planning profession.