“We have relied on Wade for his advice and counsel over the past 10 years. He began as our financial advisor and has become a friend. He helped us set goals and establish a financial plan. He has kept in touch, keeping us updated and informed on our progress and providing specialized advice when needed. Wade and his team are thoroughly professional, with the right combination of knowledge and experience. We are confident and at ease with Wade and our financial plan, a great gift in a busy and complex world.”