Gage Wealth Advisors

07/15/2026

Great financial planning isn't about having all the answers. It's about having a team that's there to help you navigate the journey.

If you're looking for that kind of partnership, we'd love to connect.

07/10/2026

Congratulations to Brian on 3 years with the team!

Brian's knowledge, problem-solving mindset, and commitment to continuous improvement have made him an invaluable part of GWA. Whether he's optimizing investment operations, enhancing our systems and processes, or finding new ways to create efficiencies, his work helps keep our team moving forward and supports a better experience for both our advisors and clients. Brian brings a level of knowledge and precision that makes a lasting impact every day.

We're so grateful to have him on the team and look forward to many more great years ahead.

07/09/2026

Please join us in welcoming Ryan Upson to the team as our new Investment Operations Coordinator!

A recent Bentley University graduate, Ryan earned his degree in Finance while balancing the demands of Division I men's ice hockey. His passion for investments and wealth management led him to pursue hands-on internship experience in the financial services industry, and we're excited to have him bring that enthusiasm to GWA.

We look forward to watching Ryan grow, develop, and make a meaningful impact on our team.

07/07/2026

Congratulations to Lilly on 1 year with the team!

Since day one, Lilly has been an incredible addition to GWA, bringing a detail-oriented approach, a strong commitment to exceptional client service, and a positive energy that brightens every room she's in. Her dedication, enthusiasm, and willingness to learn have made her a valued part of our team, and we're excited to watch her continue to grow in the years ahead.

We're so grateful to have Lilly on the team and look forward to many more great years together!

07/04/2026

Wishing everyone a safe and happy 4th 🎆

07/02/2026

06/30/2026

🎂Happy Birthday to the GOAT!🎂

We hope you have a wonderful day!

06/24/2026

Bringing financial wellness into the workplace.

Abbie recently led a seminar at SmartBear, helping employees better understand their benefits and make more confident financial decisions.

Interested in bringing a session like this to your team? Let’s connect.

https://www.ameriprise.com/fw/gage-wealth-advisors

06/23/2026

It’s not about avoiding the curveballs. It’s about having the right team in your corner when they come.

We’re grateful for the trust our clients place in us every day.

https://www.ameripriseadvisors.com/team/gage-wealth-advisors/

#8636860

06/19/2026

A great day on the course for an even better cause 🙌

Earlier this week, some of our team was grateful to be able to attend and support the 2026 Cup Fore the Kids tournament benefiting Boston Children’s Hospital.