Thomas Wade (CFP®, CMFC)

Thomas Wade focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Specializing in helping people navigate the transition to retirement by implementing investment strategies designed to provide ongoing income.

Additional Information

Devonshire was founded on the principles of objectivity and is independent of any brokerage firm or financial company. Compensation is strictly on a fee basis only and no income is derived from the sale of financial products. Our incentive is the same as yours: to keep transaction costs and taxes at their lowest levels while achieving the best results possible.

NAPFA Start Date

July 02, 2003

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This Office

92 Montvale Ave Ste 4170 Stoneham, MA 02180-3631 Phone: (781) 435-0063 Fax: (781) 435-0059