Cyber fraud continues to escalate and is becoming more sophisticated. These threats take various forms, including email scams (e.g. phishing), where criminals obtain investors’ identity and use that information to commit various forms of wire fraud.

Keeping our clients’ information secure is a top priority for GW & Wade. To protect accounts from cybersecurity threats, we continuously review security procedures, and follow best practices recommended by custodians, financial institutions, and industry experts. 

Beyond diligently monitoring and implementing our own security measures, we encourage our clients to embrace a series of measures to help protect their identity and mitigate potential security risks. Please review GW & Wade’s Investor Protection Checklist (Click here), which is designed to give you some helpful procedures to protect your accounts.

Do not hesitate to contact us with questions or concerns about how we protect client accounts or the steps you and your family can take to better protect yourselves and mitigate risk. As always, we appreciate the opportunity to help you achieve your financial goals. 

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Neil Goldberg is a principal with GW & Wade. The information provided above is general in nature and is not intended to represent specific investment or professional advice.  No client or prospective client should assume that the above information serves as the receipt of, or a substitute for, personalized individual advice from GW & Wade, LLC, which can only be provided through a formal advisory relationship. Please see the “Contact Us” section of our website, www.gwwade.com for information on contacting GW & Wade.