Paul St. Onge, an East Greenwich, R.I., independent advisor, has joined GW & Wade, a Wellesley, Mass.-based independent registered investment advisor with $4.8 billion in assets under management, Focus Financial Partners LLC announced Tuesday.
St.Onge, who operated under his own name, brings $150 million in client assets to GW & Wade, which is one of the partner firms in Focus Financial.
St. Onge has been a sole practitioner since 1983 with clients in New England and Florida. He joined GW & Wade as part of his succession planning. He will continue managing his clients’ assets at GW & Wade.
“I first came to know the firm as I was considering my succession plan,” St. Onge says. “I choose to bring my clients over now and remain with the firm because GW & Wade’s strong investment and planning capabilities enhance the service my clients receive. When the day comes to transition my business, my clients will know and trust the advisory team at GW & Wade.”