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Our Mission
It is by understanding our clients' goals and expectations that we are able to provide independent, objective and thoughtful investment guidance. It is our sole purpose and what we are most proud of.
Our History
An Independent Approach
Gage-Wiley & Co., Inc. has been in the investment business since 1933, and maintains offices in Northampton and Plymouth, Massachusetts. We offer the individual investor, the small business, and the corporate client the wide range of research, investment guidance and account administration needed to support financial objectives of varying complexity. Our investment decision-making process is completely independent.
We have established a strategic partnership with Wachovia. First Clearing LLC., a division of Wachovia and a member of the New York Stock Exchange, provides us with settlement and clearing services as well as an administrative and research alliance with a nationally recognized firm. As a result, our technology and resources are state-of-the-art. At Gage-Wiley, we blend global strength with local accessibility. We do this in an atmosphere driven by a single, simple objective: to understand our clients' goals and expectations and provide objective, individualized investment advice.
Who We Are
- 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.
- 12 professionals providing investment expertise and top-quality service with an average of 18 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 Corp (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
Devoted to Our Client's Success
At Gage-Wiley, we are dedicated to providing the best individualized, comprehensive investment advice possible. The method we use is straightforward and clear: Get to know the client, help the client understand the investment options and avenues available, and offer objective, thoughtful advice.
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 clients' goals, when appropriate, can provide a greater level of success.
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.
Our Commitment to Excellence
Our goal is to provide clients with high-quality investments, individualized investment advice, and superior service. We prosper by helping clients prosper. That simple fact is at the center of everything we do. In a highly competitive business, that focus has helped us enjoy a steady pattern of dynamic growth. We welcome the challenge of helping clients reach their financial goals and we look forward to assisting in their prosperity. |
