A trusted presence since 1933
Gage-Wiley stands as one of New England’s longest-serving independent investment firms.
Deeply rooted in Western Mass and the South Shore region, with clients spanning 42 states, we’ve built our reputation on integrity and personalized attention to the needs of our local community.
As fiduciaries, we are legally and ethically bound to put your interests first.
tailored to your unique needs
At Gage-Wiley, we unite investment expertise with attentive planning to address your complete financial picture. Our approach emphasizes growing and preserving your assets and advancing your goals through strategies that weather changing markets while honoring both your financial aspirations and personal values.
Our disciplined approach combines rigorous research with personalized strategy to protect and grow your wealth.
- Diversified portfolios using carefully selected equities, bonds, and ETFs tailored to your objectives
- Research-driven methodology prioritizing quality investments with sustainable advantages
- Sustainable investing (ESG) options aligning financial performance with personal values
- Active management adapting to market conditions while maintaining long-term focus
We provide detailed financial planning for all aspects of your financial life, including:
- Income and cash flow planning
- Education funding strategies
- Retirement planning
- Charitable giving approaches
- Trusts, estates, and wealth transfer planning
Beyond our core offerings, we provide:
- Integrated planning with attorneys, accountants, trustees, and family members
- Insurance solutions, including life, long-term care, and annuities
- Non-Profit Investment Strategy Statements and Withdrawal Policies
- Estate planning guidance that clarifies and integrates your legacy goals
Our disciplined approach combines rigorous research with personalized strategy to protect and grow your wealth.
- Diversified portfolios using carefully selected equities, bonds, and ETFs tailored to your objectives
- Research-driven methodology prioritizing quality investments with sustainable advantages
- Sustainable investing (ESG) options aligning financial performance with personal values
- Active management adapting to market conditions while maintaining long-term focus
We provide detailed financial planning for all aspects of your financial life, including:
- Income and cash flow planning
- Education funding strategies
- Retirement planning
- Charitable giving approaches
- Trusts, estates, and wealth transfer planning
Beyond our core offerings, we provide:
- Integrated planning with attorneys, accountants, trustees, and family members
- Insurance solutions, including life, long-term care, and annuities
- Non-Profit Investment Strategy Statements and Withdrawal Policies
- Estate planning guidance that clarifies and integrates your legacy goals
Fostering financial clarity
across life’s journey
Our clients appreciate our analytical yet accessible approach to wealth management. We serve individuals, families, and institutions across various backgrounds who value thoughtful analysis, principled action, and meaningful relationships with their financial advisors.
What sets us apart
understands your values
Your financial journey deserves guidance that respects both your resources and your principles. At Gage-Wiley, we offer the perspective that comes from over nine decades of experience combined with an appreciation for your individual aspirations.