About Devonshire

Philosophy

Devonshire Asset Management, Inc. is an independent Registered Investment Advisor dedicated to helping individuals make the most of their financial resources. Devonshire specializes in providing pre-retirement planning and income-focused portfolio management. Maximizing income, providing multiple sources of growth and preserving principal are critically important areas of expertise.

Company founder and president, Thomas Wade's background as both a Certified Financial Planner and Portfolio Manager has helped hundreds of individuals find solutions to often complex financial issues. "One of the most rewarding experiences is helping people navigate their transition to retirement," Wade says, "It can be a stressful time to go from a paycheck to being financially self-sufficient, but having someone on your side makes all the difference."

Independent and Impartial

Devonshire's investment philosophy centers on building and protecting the value of a portfolio over time. Careful attention is paid to integrating all of the components of your individual financial and personal situation to achieve a worry-free retirement. Because you are unique, we strive to incorporate your distinct needs into each independently managed account. Honoring your special requests is a necessary and important service.

Devonshire was founded on the principles of objectivity and is independent of any other brokerage firm or financial company. Compensation is strictly on a fee basis only and no income is derived from the sale of financial products. Our incentive is the same as yours: to keep transaction costs and taxes at their lowest levels while achieving the best results possible.

Experience

THOMAS E. WADE
PRESIDENT

Thomas E. Wade

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Devonshire Asset Management, Inc. Selected as one of the "Most Dependable" Wealth Managers in the Boston Area*