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Who We Are

If you‘re looking at this website, chances are you’ve got some questions about investing. They may be as general as “How do I best invest for retirement?” or more specific, “Should I look for stocks with dividend yield or look for a bond fund?” Perhaps you’ve been investing on your own or have inherited family assets and it’s time to review where you are, financially speaking, and make a plan for where you’d like to be with your investments. Whatever your situation, we’ve got the experience to help you understand the financial marketplace and to put it to work for you.

Gage-Wiley & Co., Inc. has been operating as an independent broker-dealer firm since 1933, dedicated to offering objective advice based upon thorough knowledge of our clients’ individual circumstances and goals, and our in-depth knowledge of the financial markets. With the addition of New England Capital in 1994, our Registered Investment Advisor, we further expanded our ability to provide our clients with independent, well-researched and individualized management service on a fee basis.

We are an independent, family-owned, boutique firm serving the investment needs of individuals, fiduciaries, non-profits, institutions and small businesses both in the New England area and throughout the country. Whether it’s a traditional investment brokerage relationship or professional asset management that suits you best, be assured that we will use all our resources and expertise to further your goals in a manner that is measurable, flexible and easy to understand. As a full service firm, the investment vehicles available are virtually unrestricted, including stocks, bonds, mutual funds, Exchange Traded Funds, annuities, CDs and money market funds.

We offer comprehensive financial planning, including education, retirement and estate planning. The information we provide is sophisticated and yet easy to understand.

Our financial consultants and dedicated staff have extensive experience in the financial service industry and many have a long history with Gage-Wiley. We are proud to say that many of our clients and their families have been with us for many decades.

If you are looking for exceptional service and professional management, we encourage you to call and speak with one our experienced advisors.