Since 1987, Wade has taken a distinctive approach to financial planning in order to help individuals achieve their hopes and dreams. By leveraging RBC Wealth Management’s vast resources, he works with our clients to create realistic, holistic wealth strategies that integrate the various aspects of their financial lives, including investments, cash management, estate planning, land preservation and more. Wade maintains close relationships with our clients in order to monitor these plans and adapt them as circumstances change over time, confirming they stay focused towards meeting their goals. He is also passionate about helping clients incorporate their philanthropic efforts into their overall wealth management plan, allowing them to maximize the impact of their contributions and creating an enduring legacy. Wade dedicates a lot of time volunteering with local nonprofits and helping them partner through shared resources in order to maximize their impact on society.
One area Wade finds most rewarding is assisting families with debilitating injuries, and who are involved in legal settlements, overcome their financial challenges. Having more than 30 years of experience with legal settlements, Wade can strategize and create a comprehensive financial plan through the use of structured settlements, special needs trusts and overall money management. He strives to make the future they want a reality.
Wade earned a Bachelor of Science degree in finance from Susquehanna University. He was named to Forbes’ list of America’s Best-in-State Wealth Advisors in 2018 and 2019.