Gage Wiley Affiliates

Gage-Wiley & Co., Inc.
More Than Just Accounts -Professional Relationships

Many account relationships are quite simple and straightforward. Others present more complex issues, which may benefit from the efforts of specialists in the fields of law or taxation. We have established relationships with a number of respected professionals and feel that coordinating their efforts with our client's goals, when appropriate, can provide a greater level of success.

We are happy to coordinate our efforts with client's accountants or lawyers, or provide clients with a list of referrals if they are beginning a new association. Gage-Wiley values our clients. We offer the expertise of a firm that has been in business for decades and the integrity of a company that is devoted to each client's success.

• Independent, locally-owned firm serving the investment needs of individuals, institutions, and small businesses in the New England community and across the country since 1933.
• 21 professionals providing investment expertise and top-quality service with an average of 20 years of brokerage experience
• Fee-based portfolio management services through our affiliate, NEW ENGLAND CAPITAL
• Member Boston Stock Exchange
• Affiliation with Wachovia provides the resources and versatility of the 8th largest broker/dealer and 4th largest bank in the U.S.
• Clearing services through First Clearing LLC (FCC), an affiliate of Wachovia, assures us access to state-of-the-art technology and client support
• Wide array of services, including:

• Professional Portfolio Management
• Cash Management Accounts
• Stocks
• Bonds
• Mutual Funds
• Annuities
• Research
• Individual Retirement Accounts
• Business Retirement Plans
• Personal Financial Planning
• Trust and Estate Planning
• Insurance

INVESTMENT RESEARCH